Overview
Assets Under Management: $177 million
Headquarters: LEWISVILLE, TX
High-Net-Worth Clients: 63
Average Client Assets: $2.1 million
Frequently Asked Questions
BANNERMAN WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284677), BANNERMAN WEALTH is subject to fiduciary duty under federal law.
BANNERMAN WEALTH is headquartered in LEWISVILLE, TX.
BANNERMAN WEALTH serves 63 high-net-worth clients according to their SEC filing dated April 21, 2026. View client details ↓
According to their SEC Form ADV, BANNERMAN WEALTH offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BANNERMAN WEALTH manages $177 million in client assets according to their SEC filing dated April 21, 2026.
According to their SEC Form ADV, BANNERMAN WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.65%
Average Client Assets: $2.1 million
Total Client Accounts: 636
Discretionary Accounts: 636
Regulatory Filings
CRD Number: 284677
Filing ID: 2097129
Last Filing Date: 2026-04-21 15:49:24