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BNB WEALTH MANGAGEMENT, LLC
BNB WEALTH MANAGEMENT, LLC
CRD 107702 · SEC 801-53808
8730 GEORGIA AVENUE, SUITE 500, SILVER SPRING, MD, 20910, United States
Phone
301-562-7300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$264.6M
Discretionary AUM
$248.3M
Team
5 total employees; 4 advisory reps; 30 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 289 | $43.6M |
| High net worth individuals | 152 | $158.0M |
| Pension/profit sharing plans | 22 | $25.9M |
| Charitable organizations | 9 | $21.2M |
| Corporations/business entities | 8 | $15.9M |
States served
DC, MD, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD