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| Bannerman Wealth Management Group LLC
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|---|---|
| CRD # | 284677 |
| SEC # | 801-117777 |
| CIK # | 0002058816 |
| AUM | 176.6 M (2026-06-03) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 214-919-4448 |
| Address | 2560 King Arthur Blvd Lewisville, TX 75056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.0 | ||
| Amazon Com Inc | 1.4 | ||
| Apple Inc | 1.0 | ||
| Alnylam Pharmaceuticals Inc | 0.6 | ||
| Microsoft Corp | 0.5 | ||
| Waste Management Inc | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| Micron Technology Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 41.0 |
| (b) Individuals (high net worth individuals) | 63 | 133.6 |
| (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 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 636 | 176.6 |
| By Discretionary | ||
| Discretionary | 636 | 176.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 636 | 176.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.9 | |
| United States Persons | 169.7 | |
| Total | 636 | 176.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002058816] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
HTAA LLC
✚
|
IL | 177.0 M |
|
DMC Group LLC
✚
|
AL | 176.7 M |
|
Capstone Investment Group LLC
✚
|
WA | 176.4 M |
|
Collins Advisors LLC
✚
|
NY | 176.4 M |
|
Parable LLC
✚
|
FL | 176.3 M |
|
NDWM LLC
✚
|
CA | 176.3 M |
|
Collar Capital Management LLC
✚
|
WI | 176.3 M |
|
Avant Capital LLC
✚
|
LA | 176.2 M |
|
McLaughlin Asset Management Inc
✚
|
IL | 176.1 M |
|
Pacifica Wealth Advisors Inc
✚
|
176.1 M |