Wealth manager, wrap-program sponsor · Silver Spring, MD
BNB Wealth Mangagement, LLC
BNB Wealth Management, LLC · SEC-registered investment adviser · CRD 107702 · SEC 801-53808
At a glance
BNB Wealth Mangagement, LLC is an SEC-registered investment adviser based in Silver Spring, Maryland, with $265 million in regulatory assets under management as of its Form ADV filed August 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 441 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 4,788th of 8,915 wealth managers and 10,792nd of 17,210 SEC-registered advisers by assets.
Main office 301-562-7300bnbinc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $265M
- Rank among wealth managers
- #4,788 of 8,915
- Rank among all SEC RIAs
- #10,792 of 17,210
- Rank in Maryland
- #157 of 227
- Individual clients
- 441
- High-net-worth clients
- 152
- Accounts
- 480
- Discretionary
- 94% of AUM
- Employees
- 5
- Advisory staff
- 4
- Offices
- 5
Owners and executives on its Form ADV
- Andrew R. BellamahManaging Member & Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
BNB Wealth Mangagement, LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 152 | $158M | 60% |
| Individuals | 289 | $44M | 16% |
| Pension and profit sharing plans | 22 | $26M | 10% |
| Charitable organizations | 9 | $21M | 8% |
| Corporations or other businesses | 8 | $16M | 6% |
Disciplinary disclosures
BNB Wealth Mangagement, LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bnbinc.com ↗
AtlasMembers
The full record on BNB Wealth Mangagement, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 6,421 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does BNB Wealth Mangagement, LLC manage?
BNB Wealth Mangagement, LLC reports $265 million in regulatory assets under management across 480 accounts, 94% of it on a discretionary basis, on its Form ADV filed August 26, 2026.
What kind of firm is BNB Wealth Mangagement, LLC?
BNB Wealth Mangagement, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are BNB Wealth Mangagement, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($158 million, 152 clients); individuals ($44 million, 289 clients); pension and profit sharing plans ($26 million, 22 clients).
Does BNB Wealth Mangagement, LLC have any disciplinary history?
BNB Wealth Mangagement, LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is BNB Wealth Mangagement, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →