BNB WEALTH MANGAGEMENT, LLC
BNB WEALTH MANAGEMENT, LLC Legal Name
Adviser information for BNB WEALTH MANGAGEMENT, LLC last updated from Form ADV on March 21st, 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 | Maryland, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 478 | $195.0M |
| Non-Discretionary | 36 | $24.5M |
| Total | 514 | $219.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 351 | $85.3M |
| HNW Individuals | 139 | $98.5M |
| 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 | 14 | $16.7M |
| Charitable organizations | 6 | $14.0M |
| 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 | $5.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 30 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 219.5M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| BNB WEALTH MANAGEMENT WRAP FEE PROGRAM | BNB WEALTH MANGAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-53808 |
|---|---|
| SEC ERA File Number | 801-53808 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107702 |
| Legal Entity Identifier | None |
Principal Office
8730 GEORGIA AVENUESUITE 500
SILVER SPRING
MD
United States
Monday - Friday, 8:30 AM TO 7:00 PM
Tel: 301-562-7300, Fax: None
Chief Compliance Officer
ANDREW R. BELLAMAH
8730 GEORGIA AVE. #500
SILVER SPRING
MD
United States
Tel:
301-562-7300- EXT 207
A*@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BELLAMAH, ANDREW, ROLAND | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 01/1997 | > 75% |