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BNB WEALTH MANGAGEMENT, LLC
Legal name: BNB WEALTH MANAGEMENT, LLC
CRD 107702File 801-53808
APPROVED
Retail clients
Disclosure events
Filing as of Aug 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$264.6M
Below cohort median (national)
Discretionary AUM
$248.3M
Non-discretionary $16.3M
Clients
480
480 accounts
Employees
5
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 7, 1997
- Principal office
- 8730 GEORGIA AVENUE, SUITE 500, SILVER SPRING, MD, 20910
- Phone
- 301-562-7300
- Website
- HTTP://BNBINC.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $264.6M
- Discretionary AUM
- $248.3M
- Non-discretionary AUM
- $16.3M
- Discretionary accounts
- 449
- Non-discretionary accounts
- 31
- Total accounts
- 480
- AUM per client
- $551K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $15.9M |
| Charitable organizations | 9 | $21.2M |
| High net worth individuals | 152 | $158.0M |
| Pension and profit sharing plans | 22 | $25.9M |
| Individuals (other than high net worth individuals) | 289 | $43.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 519 | 480 | decreased by39 |
| Apr 1, 2026 | AUM | $252,000,000 | $264,600,000 | increased by$12,600,000 |
| Apr 1, 2026 | Accounts | 519 | 480 | decreased by39 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 525 | 519 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $234,000,000 | $252,000,000 | increased by$18,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 540 | 519 | decreased by21 |
| Apr 1, 2022 | Clients | 544 | 525 | decreased by19 |
| Apr 1, 2022 | AUM | $220,300,000 | $234,000,000 | increased by$13,700,000 |
| Apr 1, 2022 | Accounts | 544 | 540 | decreased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BNB WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BNB WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.