BANNERMAN WEALTH

Legal name: BANNERMAN WEALTH MANAGEMENT GROUP, LLC

CRD 284677File 801-117777

APPROVED

Retail clients

Custody

Filing as of Jun 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$176.6M

Bottom 25% of cohort (national)

Discretionary AUM

$176.6M

Clients

163

636 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Dec 10, 2019
Principal office: 2560 KING ARTHUR BLVD, SUITE 124-46, LEWISVILLE, TX, 75056
Phone: (214) 919-4448
Website: https://www.facebook.com/joshbannerman/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $176.6M
Discretionary AUM: $176.6M
Non-discretionary AUM: $0
Discretionary accounts: 636
Non-discretionary accounts: 0
Total accounts: 636
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.0M
High net worth individuals	63	$133.6M
Individuals (other than high net worth individuals)	100	$41.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

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.