BNB WEALTH MANGAGEMENT, LLC

Legal name: BNB WEALTH MANAGEMENT, LLC

CRD 107702File 801-53808

APPROVED

Retail clients

Disclosure events

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$264.6M

Below cohort median (national)

Discretionary AUM

$248.3M

Non-discretionary $16.3M

Clients

480

480 accounts

Employees

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: https://www.linkedin.com/company/bellamah-neuhauser-&-barrett-inc.

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, 5G

Compensation

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
Aug 12, 2026	Registration	—	APPROVED

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.