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⚲
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| BNB Wealth Management LLC
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|
|
|---|---|
| CRD # | 107702 |
| SEC # | 801-53808 |
| CIK # | |
| AUM | $252.0 M (2025-06-24) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 301-562-7300 |
| Address | 8730 Georgia Avenue Silver Spring, MD 20910 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 348 | 103.0 |
| (b) Individuals (high net worth individuals) | 139 | 114.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 9.0 |
| (h) Charitable organizations | 2 | 15.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 11.0 |
| (n) Other | 0 | 0.0 |
| Total | 519 | 252.0 |
| By Discretionary | ||
| Discretionary | 495 | 224.0 |
| Non-Discretionary | 24 | 28.0 |
| Total | 519 | 252.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.0 | |
| Total | 519 | 252.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JP Wealth Management Inc
✚
|
SC | 0.3 |
|
Pacifica Partners Inc
✚
|
0.3 | |
|
CBG & Company Inc
✚
|
IN | 0.3 |
|
Westco Advisory Services Inc
✚
|
NY | 0.3 |
|
Peak Financial Advisors LLC
✚
|
CO | 0.3 |
|
Hardy & Hardy Co LLC
✚
|
OH | 0.3 |
|
Fox Hill Wealth Management
✚
|
MA | 0.3 |
|
Norris Financial Group LLC
✚
|
SC | 0.3 |
|
Glass Wealth Management Co LLC
✚
|
TX | 0.3 |
|
Capital Cities Investments
✚
|
IN | 0.3 |