# BNB Wealth Mangagement, LLC

> BNB Wealth Mangagement, LLC is an SEC-registered investment advisory firm in Silver Spring, MD, registered since 1997, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 107702
- Filed as: BNB WEALTH MANGAGEMENT, LLC
- Legal name: BNB Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Silver Spring, MD
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107702
- AdvisorCensus page: https://advisorcensus.com/firm/bnb-wealth-mangagement-llc-silver-spring-md-107702

## Quick answers

**How is BNB Wealth Mangagement, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BNB Wealth Mangagement, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does BNB Wealth Mangagement, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $150 to $500 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is BNB Wealth Mangagement, LLC located?**
BNB Wealth Mangagement, LLC's principal office is in Silver Spring, MD, according to its Form ADV.

**Is BNB Wealth Mangagement, LLC registered with the SEC or a state?**
BNB Wealth Mangagement, LLC is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 107702.

**How much does BNB Wealth Mangagement, LLC manage?**
BNB Wealth Mangagement, LLC reports $264,600,000 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (94% discretionary).

**How have BNB Wealth Mangagement, LLC's assets and staff changed since 2021?**
In the Form ADV data for BNB Wealth Mangagement, LLC: Regulatory assets under management: $220,300,000 in the October 2021 data and $264,600,000 in the October 2026 data, up 20%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BNB Wealth Mangagement, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (289); high net worth individuals (152); pension and profit sharing plans (but not the plan participants or government pension plans) (22).

**Which custodians does BNB Wealth Mangagement, LLC use?**
BNB Wealth Mangagement, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does BNB Wealth Mangagement, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(4) (SEC or CFTC order) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107702

**What changed in BNB Wealth Mangagement, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Hourly rate: $150 to $500 an hour (financial planning)

> Consulting fees charged by BNB l generally range from $150 to $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $264,600,000
- Discretionary: $248,300,000
- Non-discretionary: $16,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 289 | $43,600,000 |
| High net worth individuals | 152 | $158,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 22 | $25,900,000 |
| Charitable organizations | 9 | $21,200,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 8 | $15,900,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 1997 (29 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DC, FL, MD, PA, TN, TX, VA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107702

### Websites listed on Form ADV (Item 1.I)
- [bnbinc.com](https://bnbinc.com)
- LinkedIn @bellamah-neuhauser-&-barrett-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $220,300,000 | 5 | July 27, 2021 |
| October 2022 | $234,000,000 | 5 | July 27, 2022 |
| October 2023 | $199,000,000 | 4 | September 12, 2023 |
| October 2024 | $219,500,000 | 4 | March 21, 2024 |
| October 2025 | $252,000,000 | 4 | June 24, 2025 |
| October 2026 | $264,600,000 | 5 | August 26, 2026 |

Regulatory assets under management: $220,300,000 in the October 2021 data and $264,600,000 in the October 2026 data, up 20%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in TN.

### January 2026
- No longer registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BNB Wealth Mangagement, LLC (CRD 107702): Form ADV filing data as of October 2026.