Data / Investment advisers / Maryland / BNB Wealth Mangagement, LLC
BNB Wealth Mangagement, LLC, Silver Spring, MD: $265 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
BNB Wealth Mangagement, LLC is an SEC registered investment adviser with its main office in Silver Spring, Maryland and reports $265 million in regulatory assets under management in its Form ADV filed August 26, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 107702
- SEC file number
- 801-53808
- SEC status
- Approved, effective February 7, 1997
- Legal name
- BNB Wealth Management, LLC
- Main office
- 8730 Georgia Avenue Suite 500, Silver Spring, MD 20910
- Phone
- (301) 562-7300
- Regulatory AUM
- $264,600,000 in the Form ADV filed August 26, 2026
- Discretionary AUM
- $248,300,000
- Non discretionary AUM
- $16,300,000
- Accounts
- 480
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- August 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 152 | $158 million |
| Individuals (other than high net worth individuals) | 289 | $43.6 million |
| Pension and profit sharing plans | 22 | $25.9 million |
| Charitable organizations | 9 | $21.2 million |
| Corporations or other businesses | 8 | $15.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $264.6 million | March 24, 2026 |
| December 1, 2025 | $252 million | October 30, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tritonpoint Partners, LLC | Chevy Chase | $286.5 million | Not listed | adviserinfo.sec.gov |
| Shaker Financial Services | Annapolis | $286.3 million | Not listed | adviserinfo.sec.gov |
| RCS Financial Planning, LLC | Annapolis | $281 million | Not listed | adviserinfo.sec.gov |
| Accordant Advisory Group, Inc. | Annapolis | $278 million | Not listed | adviserinfo.sec.gov |
| Thinagee Investments Inc. | Bethesda | $265.4 million | Not listed | adviserinfo.sec.gov |
| GLR Partners | Columbia | $260.7 million | Not listed | adviserinfo.sec.gov |
| Schaeffer Financial LLC | Rockville | $257.7 million | Not listed | adviserinfo.sec.gov |
| Independent Access Partners, LLC | Hunt Valley | $256.9 million | 18 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- BNB Wealth Mangagement, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.