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BNB WEALTH MANGAGEMENT, LLC

8730 Georgia Avenue
Suite 500
Silver Spring, Maryland 20910
Tel: 301-562-7300

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About BNB WEALTH MANGAGEMENT, LLC

BNB WEALTH MANGAGEMENT, LLC, formally registered with the SEC as BNB WEALTH MANGAGEMENT, LLC. The firm was established in 02/07/1997. They have over 5 offices throughout the country.

BNB WEALTH MANGAGEMENT, LLC is a Silver Spring, Maryland based Financial Planning firm with nearly $252,000,000 assets under management, offering retirement planning & investment advisory services to 519 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107702
SEC#801-53808
Assets Managed by Firm$252,000,000
No. of Clients519
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total519$252,000,000
Individuals (other than high net worth individuals)348$103,000,000
High net worth individuals139$114,000,000
Pension and profit sharing plans7$9,000,000
Charitable organizations2$15,000,000
Corporations or other businesses23$11,000,000

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