Overview
Assets Under Management: $252 million
Headquarters: SILVER SPRING, MD
High-Net-Worth Clients: 139
Average Client Assets: $820,143
Frequently Asked Questions
BNB WEALTH MANAGEMENT, LLC 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 #107702), BNB WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BNB WEALTH MANAGEMENT, LLC is headquartered in SILVER SPRING, MD.
BNB WEALTH MANAGEMENT, LLC serves 139 high-net-worth clients according to their SEC filing dated June 24, 2025. View client details ↓
According to their SEC Form ADV, BNB WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BNB WEALTH MANAGEMENT, LLC manages $252 million in client assets according to their SEC filing dated June 24, 2025.
According to their SEC Form ADV, BNB WEALTH MANAGEMENT, LLC 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: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.24
Average High-Net-Worth Client Assets: $820,143
Total Client Accounts: 519
Discretionary Accounts: 495
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 107702
Filing ID: 1997664
Last Filing Date: 2025-06-24 16:34:00
Website: https://bnbinc.com