Overview
Assets Under Management: $711 million
Headquarters: BEAVERTON, OR
High-Net-Worth Clients: 855
Average Client Assets: $587,594
Frequently Asked Questions
BNC 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 #306483), BNC WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BNC WEALTH MANAGEMENT, LLC is headquartered in BEAVERTON, OR.
BNC WEALTH MANAGEMENT, LLC serves 855 high-net-worth clients according to their SEC filing dated March 10, 2025. View client details ↓
According to their SEC Form ADV, BNC WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
BNC WEALTH MANAGEMENT, LLC manages $711 million in client assets according to their SEC filing dated March 10, 2025.
According to their SEC Form ADV, BNC WEALTH MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 855
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.71
Average High-Net-Worth Client Assets: $587,594
Total Client Accounts: 2,138
Discretionary Accounts: 2,100
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 306483
Filing ID: 1952099
Last Filing Date: 2025-03-10 15:25:00
Website: https://tru-ind.com