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| Bannerman Wealth Management Group LLC
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|---|---|
| CRD # | 284677 |
| SEC # | 801-117777 |
| CIK # | 0002058816 |
| AUM | $152.2 M (2025-05-09) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 214-919-4448 |
| Address | 2560 King Arthur Blvd Lewisville, TX 75056 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.0 | ||
| Amazon Com Inc | 1.1 | ||
| Alnylam Pharmaceuticals Inc | 0.7 | ||
| McKesson Corp | 0.6 | ||
| Microsoft Corp | 0.5 | ||
| Apple Inc | 0.4 | ||
| Waste Management Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 31.6 |
| (b) Individuals (high net worth individuals) | 64 | 119.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 609 | 152.2 |
| By Discretionary | ||
| Discretionary | 609 | 152.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 609 | 152.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.2 | |
| Total | 609 | 152.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002058816] |
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|---|---|---|
|
Capstone Investment Group LLC
✚
|
WA | 0.2 |
|
Whalen Capital Inc
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WI | 0.2 |
|
Leeds Capital Group LLC
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CA | 0.2 |
|
L&S Investment Advisors LLC
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FL | 0.2 |
|
Hill Country Retirement Solutions LLC
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|
TX | 0.2 |
|
G Dewayne McAnally LLC
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OK | 0.2 |
|
Periope LC
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|
UT | 0.2 |
|
Fellowship Investment Advisors LLC
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|
FL | 0.2 |
|
My Wealth Management Inc
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|
MD | 0.2 |
|
Vine Capital Management LLC
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0.2 |