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| BNB Wealth Management LLC
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|---|---|
| CRD # | 107702 |
| SEC # | 801-53808 |
| CIK # | 0002111175 |
| AUM | 264.6 M (2026-03-24) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 301-562-7300 |
| Address | 8730 Georgia Avenue Silver Spring, MD 20910 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.3 | ||
| Alphabet Inc | 3.9 | ||
| Alphabet Inc | 3.7 | ||
| Amazon Com Inc | 3.7 | ||
| Broadcom Inc | 2.9 | ||
| Nvidia Corp | 2.2 | ||
| Microsoft Corp | 2.0 | ||
| KLA Tencor Corp | 1.8 | ||
| Facebook Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 289 | 43.6 |
| (b) Individuals (high net worth individuals) | 152 | 158.0 |
| (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 | 22 | 25.9 |
| (h) Charitable organizations | 9 | 21.2 |
| (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 | 8 | 15.9 |
| (n) Other | 0 | 0.0 |
| Total | 480 | 264.6 |
| By Discretionary | ||
| Discretionary | 449 | 248.3 |
| Non-Discretionary | 31 | 16.3 |
| Total | 480 | 264.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 264.2 | |
| Total | 480 | 264.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111175] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 30 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The DALA Group LLC
✚
|
IL | 265.2 M |
|
Bright Wealth Management LLC
✚
|
TX | 265.0 M |
|
Innova Advisors LLC
✚
|
FL | 264.8 M |
|
TRU Independence Asset Management 2 LLC
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|
OR | 264.7 M |
|
Evergreen Private Wealth LLC
✚
|
CO | 264.7 M |
|
CW O'Conner Wealth Advisors Inc
✚
|
GA | 264.6 M |
|
Imperium Wealth Management LLC
✚
|
TX | 264.6 M |
|
ROI Financial Advisors LLC
✚
|
OR | 264.2 M |
|
Optimus Capital Advisors LLC
✚
|
TX | 264.1 M |
|
Binnacle Investments Inc
✚
|
IA | 264.1 M |