SILVER SPRING, MDCRD 107702Latest ADV March 24, 2026
Bnb Wealth Mangagement, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Silver Spring, MD. Its latest Form ADV filing, dated March 24, 2026, reports $265M in regulatory assets under management, 5 employees, 4 offices, and 480 accounts.
Assets Under Management
$265M
Employees
5
Offices
4 offices
Total Clients
480
Primary office
SILVER SPRING, MD
8730 GEORGIA AVENUE, SUITE 500, SILVER SPRING, MD, United States
Top client segmentIndividuals represent 60.2% of total clients.
Top client categories% of clientsClients
1
Individuals
60.2%
289
2
HNWI
31.7%
152
3
Pension Plans
4.6%
22
4
Charitable
1.9%
9
5
Corporations
1.7%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of March 24, 2026
Discretionary93.8%
$248M
94% of total RAUM93.8%
Non-discretionary6.2%
$16M
6% of total RAUM6.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$265M
Total Accounts480
10Y AUM Change+$128M (+93.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee96:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.