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| Happy Holidays!! thanks for using AUM13F!! |
| BNA Wealth Inc
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|---|---|
| CRD # | 39326 |
| SEC # | 801-48984 |
| CIK # | |
| AUM | $504.0 M (2025-03-18) |
| Employees | 9 (67% Investors, 56% Brokers) |
| Phone | 803-324-7100 |
| Address | 596 Herrons Ferry Road Rock Hill, SC 29730 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 104.6 |
| (b) Individuals (high net worth individuals) | 248 | 399.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 473 | 504.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 473 | 504.0 |
| Total | 473 | 504.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 504.0 | |
| Total | 473 | 504.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gilliland Jeter Wealth Management LLC
✚
|
AR | 0.5 |
|
Allegiance Financial Group Advisory Services LLC
✚
|
VA | 0.5 |
|
Mascoma Wealth Management LLC
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|
NH | 0.5 |
|
Paulson Wealth Management Inc
✚
|
FL | 0.5 |
|
Capital Advisers Inc
✚
|
NC | 0.5 |
|
HT Partners LLC
✚
|
CT | 0.5 |
|
Keel Capital AB
✚
|
0.5 | |
|
Morganrosel Wealth Management LLC
✚
|
CO | 0.5 |
|
Three Arch Wealth Management LLC
✚
|
CA | 0.5 |
|
Westchester Capital Management Inc
✚
|
NE | 0.5 |