BNA WEALTH

Legal name: BNA WEALTH, INC.

CRD 39326File 801-48984

APPROVED

Retail clients

Disclosure events

Filing as of Jul 16, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$619.8M

Above cohort median (national)

Discretionary AUM

$106.1M

Non-discretionary $513.6M

Clients

542

542 accounts

Employees

Top 25% of cohort in SC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Apr 18, 1995
Principal office: 596 HERRONS FERRY ROAD, SUITE 300, ROCK HILL, SC, 29730
Phone: 803-324-7100
Website: https://www.bnacpa.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $619.8M
Discretionary AUM: $106.1M
Non-discretionary AUM: $513.6M
Discretionary accounts: 209
Non-discretionary accounts: 333
Total accounts: 542
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$5.6M
Charitable organizations	Fewer than 5	$468K
High net worth individuals	388	$441.5M
Individuals (other than high net worth individuals)	146	$172.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
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

Q11E2

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	473	542	increased by69
Apr 1, 2026	AUM	$504,007,049	$619,754,403	increased by$115,747,354
Apr 1, 2026	Accounts	473	542	increased by69
Mar 1, 2026	Employees	9	8	decreased by1
May 1, 2025 vs Oct 1, 2022	Employees	3	9	increased by6
May 1, 2025 vs Oct 1, 2022	Disclosures	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	384	473	increased by89
May 1, 2025 vs Oct 1, 2022	AUM	$354,733,569	$504,007,049	increased by$149,273,480
May 1, 2025 vs Oct 1, 2022	Accounts	384	473	increased by89
Apr 1, 2022	Clients	346	384	increased by38
Apr 1, 2022	AUM	$284,448,528	$354,733,569	increased by$70,285,041
Apr 1, 2022	Accounts	346	384	increased by38
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 “BNA WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BNA 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.