BANNERMAN WEALTH

BANNERMAN WEALTH MANAGEMENT GROUP, LLC Legal Name

Adviser information for BANNERMAN WEALTH last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Michigan, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	584	$110.8M
Non-Discretionary	0	$0
Total	584	$110.8M

Clients

Type	Number	RAUM
Individuals	103	$31.2M
HNW Individuals	51	$79.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$464,823
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	2
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-117777
SEC ERA File Number	801-117777
SEC CIK Numbers	None
SEC CRD Numbers	284677
Legal Entity Identifier	None

Principal Office

2560 KING ARTHUR BLVD
SUITE 124-46
LEWISVILLE
TX
United States

BY APPOINTMENT, BY APPOINTMENT

Tel: (214) 919-4448, Fax: (248) 912-1151

Websites

www.linkedin.com/in/joshbannerman/ www.stackingbenjamins.com/ twitter.com/joshbannerman www.bannermanwealth.com/ twitter.com/notthefakeog www.facebook.com/joshbannerman/ www.instagram.com/bannermanwealth/ www.linkedin.com/company/bannerman-wealth-management-group-llc/about/ www.linkedin.com/in/jacquelyngirling/ www.linkedin.com/in/jlpritchard/

Chief Compliance Officer

JOSHUA K BANNERMAN

2560 KING ARTHUR BLVD

SUITE 124-46

LEWISVILLE

United States

Tel: (214) 919-4448

J************@******************M

(Full email address available in API data)

Regulatory Contact

CHRIS STANLEY

FOUNDING PRINCIPAL, BEACH STREET LEGAL

PO BOX 31681

DES PERES

United States

Tel: (314) 441-6191

T***@*******************M

(Full email address available in API data)

Industry Affiliates

BANNERMAN INSURANCE GROUP

Insurance company or agency

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners

None

Control Persons

Name	Type	Entity	Title	Since	Ownership
BANNERMAN, JOSHUA, KENNETH	Individual	JOSHUA K. BANNERMAN REVOCABLE TRUST	TRUSTEE OF JOSHUA K. BANNERMAN REVOCABLE TRUST	03/2018	> 75%
JOSHUA K. BANNERMAN REVOCABLE TRUST	Domestic Entity	–	MEMBER	03/2018	> 75%
BANNERMAN, JOSHUA, KENNETH	Individual	–	CHIEF COMPLIANCE OFFICER	05/2009	< 5%

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