BNB Wealth Mangagement, LLC

RIASEC RegisteredEst. 1997

Total AUM

$265M

Discretionary

$248M

94% of AUM

Avg account

$551K

Accounts

480

Employees

5

Advisory reps

4

Firm details

Headquarters: Silver Spring, Maryland
CRD number: 107702
Registered since: February 7, 1997
Website: www.bnbinc.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.71%
Individuals16.48%
Pension & Profit Sharing Plans9.79%
Charitable Organizations8.01%
Corporations / Businesses6.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

BNB Wealth Mangagement, LLC is an independent, owner-operated registered investment adviser formed as an LLC and registered with the SEC in 1997. The firm serves both individual and family clients as well as institutional accounts, offering a mix of financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Its fees are charged through a combination of percentage-of-AUM arrangements, hourly billing and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds66%
Exchange Traded Equities27%
Cash & Cash Equivalents7%

Owners & executives

1 of 1

Andrew Bellamah
President, Chief Compliance OfficerCRD 2171352

Contacts

3 of 3

Miguel Padilla
Investment Advisor RepresentativeCRD 4743123
Andrew Bellamah
Investment Advisor RepresentativeCRD 6244980
Feldy Suwito
Investment Advisor RepresentativeCRD 3086385

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 59

Active vs passive

$179M in ETFs

Passive

28%

$50.1M

Active

56%

$129M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF (CGGO)	Capital Group	Active	Global Large Stock Growth	$14.3M	337,545	7.98%

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Primary office

Silver Spring, MD

Montgomery

Location

Silver Spring, MD

Headquartered in Silver Spring, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Montgomery
Address: 8730 Georgia Ave
Time zone: ET (UTC-5)
Office locations

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