← Back to searchVisit website
BNA WEALTH
BNA WEALTH, INC.
CRD 39326 · SEC 801-48984
596 HERRONS FERRY ROAD, SUITE 300, ROCK HILL, SC, 29730, United States
Phone
803-324-7100
Fax
803-324-7165
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$619.8M
Discretionary AUM
$106.1M
Team
8 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $172.2M |
| High net worth individuals | 388 | $441.5M |
| Charitable organizations | 2 | $468K |
| Corporations/business entities | 6 | $5.6M |
States served
CA, GA, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD