Bannerman Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lewisville, TX. Its latest Form ADV filing, dated April 21, 2026, reports $177M in regulatory assets under management, 5 employees, 3 offices, and 636 accounts.
Assets Under Management
$177M
Employees
5
Offices
3 offices
Total Clients
163
Primary office
LEWISVILLE, TX
2560 KING ARTHUR BLVD, SUITE 124-46, LEWISVILLE, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.3% of total clients.
Top client categories% of clientsClients
1
Individuals
61.3%
100
2
HNWI
38.7%
63
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$177Mas of April 21, 2026
Discretionary100.0%
$177M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$177M
Total Accounts636
10Y AUM Change+$126M (+247.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
10Y Employee Change+2 (+66.7%)
* 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.