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⚲
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| BNB Wealth Management LLC
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|
|---|---|
| CRD # | 107702 |
| SEC # | 801-53808 |
| CIK # | |
| AUM | $199.0 MM (2023-03-23) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 301-562-7300 |
| Address | 8730 Georgia Avenue Silver Spring, MD 20910 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 341 | 72.0 |
| (b) Individuals (high net worth individuals) | 229 | 96.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 10.7 |
| (h) Charitable organizations | 3 | 15.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 581 | 199.0 |
| By Discretionary | ||
| Discretionary | 550 | 179.0 |
| Non-Discretionary | 31 | 20.0 |
| Total | 581 | 199.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 196.2 | |
| Total | 581 | 199.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Consultants & Advisory Corporation
✚
|
IN | 0.2 |
|
The Abbit Management Corp
✚
|
MI | 0.2 |
|
Masso Torrence Wealth Management Inc
✚
|
NJ | 0.2 |
|
LotusGroup Advisors LLC
✚
|
CO | 0.2 |
|
Note Advisors LLC
✚
|
NY | 0.2 |
|
Forefront Wealth Management Inc
✚
|
PA | 0.2 |
|
Marmo Financial Group LLC
✚
|
TN | 0.2 |
|
Beyond Investments Intl LLC
✚
|
FL | 0.2 |
|
Sundance Advisors Inc
✚
|
PA | 0.2 |
|
Roosevelt Capital Management LLC
✚
|
TX | 0.2 |