Bna Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Rock Hill, SC. Its latest Form ADV filing, dated March 5, 2026, reports $620M in regulatory assets under management, 8 employees, and 542 accounts.
Assets Under Management
$620M
Employees
8
Offices
--
Total Clients
542
Primary office
ROCK HILL, SC
596 HERRONS FERRY ROAD, SUITE 300, ROCK HILL, SC, United States
Top client segmentHNWI represent 71.6% of total clients.
Top client categories% of clientsClients
1
HNWI
71.6%
388
2
Individuals
26.9%
146
3
Corporations
1.1%
6
4
Charitable
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$620Mas of March 5, 2026
Discretionary17.1%
$106M
17% of total RAUM17.1%
Non-discretionary82.9%
$514M
83% of total RAUM82.9%
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$620M
Total Accounts542
10Y AUM Change+$328M (+112.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee68:1
10Y Employee Change+4 (+100.0%)
* 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.