RIA Intelligence

BNB WEALTH MANAGEMENT, LLC

Legal name: BNB WEALTH MANGAGEMENT, LLC

CRD #107702 SEC #801-53808 SILVER SPRING, MD 301-562-7300
SEC Registered
Total AUM
$252M
Discretionary
$224M
Employees
4
Clients
51
Accounts
519

AUM Over Time

DateOct 2025
Total AUM$252M
Discretionary$224M
Non-Disc.$28M
Employees4
Clients30
DateJun 2025
Total AUM$252M
Discretionary$224M
Non-Disc.$28M
Employees4
Clients30
DateMar 2025
Total AUM$252M
Discretionary$224M
Non-Disc.$28M
Employees4
Clients30
DateOct 2024
Total AUM$219.5M
Discretionary$195M
Non-Disc.$24.5M
Employees4
Clients30
DateMar 2024
Total AUM$219.5M
Discretionary$195M
Non-Disc.$24.5M
Employees4
Clients30
DateDec 2023
Total AUM$199M
Discretionary$179M
Non-Disc.$20M
Employees4
Clients31
DateSep 2023
Total AUM$199M
Discretionary$179M
Non-Disc.$20M
Employees4
Clients31
DateMar 2023
Total AUM$199M
Discretionary$179M
Non-Disc.$20M
Employees4
Clients31
DateOct 2022
Total AUM$234M
Discretionary$200M
Non-Disc.$34M
Employees5
Clients0
DateJul 2022
Total AUM$234M
Discretionary$200M
Non-Disc.$34M
Employees5
Clients0
DateJul 2022
Total AUM$234M
Discretionary$200M
Non-Disc.$34M
Employees5
Clients0
DateJun 2022
Total AUM$234M
Discretionary$200M
Non-Disc.$34M
Employees5
Clients0
DateMay 2022
Total AUM$234M
Discretionary$200M
Non-Disc.$34M
Employees5
Clients0
DateApr 2022
Total AUM$234M
Discretionary$200M
Non-Disc.$34M
Employees5
Clients0
DateMar 2022
Total AUM$234M
Discretionary$200M
Non-Disc.$34M
Employees5
Clients0
DateJan 2022
Total AUM$220.3M
Discretionary$187.2M
Non-Disc.$33.1M
Employees5
Clients50
DateJul 2021
Total AUM$220.3M
Discretionary$187.2M
Non-Disc.$33.1M
Employees5
Clients50
DateMar 2021
Total AUM$220.3M
Discretionary$187.2M
Non-Disc.$33.1M
Employees5
Clients50
DateJan 2021
Total AUM$161.6M
Discretionary$154M
Non-Disc.$7.6M
Employees5
Clients50
DateJul 2020
Total AUM$161.6M
Discretionary$154M
Non-Disc.$7.6M
Employees5
Clients50
DateJul 2020
Total AUM$161.6M
Discretionary$154M
Non-Disc.$7.6M
Employees5
Clients50
DateJun 2020
Total AUM$161.6M
Discretionary$154M
Non-Disc.$7.6M
Employees5
Clients50
DateApr 2020
Total AUM$161.6M
Discretionary$154M
Non-Disc.$7.6M
Employees5
Clients50
DateAug 2019
Total AUM$181M
Discretionary$161M
Non-Disc.$20M
Employees5
Clients50
DateApr 2019
Total AUM$181M
Discretionary$161M
Non-Disc.$20M
Employees5
Clients50
DateMar 2019
Total AUM$158M
Discretionary$138M
Non-Disc.$20M
Employees5
Clients570
DateJul 2018
Total AUM$183.6M
Discretionary$155.5M
Non-Disc.$28.1M
Employees5
Clients42
DateJul 2018
Total AUM$183.6M
Discretionary$155.5M
Non-Disc.$28.1M
Employees5
Clients42
DateMar 2018
Total AUM$183.6M
Discretionary$155.5M
Non-Disc.$28.1M
Employees5
Clients42
DateJun 2017
Total AUM$137M
Discretionary$103M
Non-Disc.$34M
Employees5
Clients400
DateMar 2017
Total AUM$137M
Discretionary$103M
Non-Disc.$34M
Employees5
Clients400
DateMar 2016
Total AUM$170M
Discretionary$143M
Non-Disc.$27M
Employees4
Clients400
DateAug 2015
Total AUM$186M
Discretionary$156M
Non-Disc.$30M
Employees4
Clients400
DateMar 2015
Total AUM$186M
Discretionary$156M
Non-Disc.$30M
Employees4
Clients400
DateFeb 2015
Total AUM$186M
Discretionary$156M
Non-Disc.$30M
Employees4
Clients400
DateFeb 2015
Total AUM$176M
Discretionary$154M
Non-Disc.$22M
Employees4
Clients400
DateMay 2014
Total AUM$176M
Discretionary$154M
Non-Disc.$22M
Employees4
Clients400
DateMay 2014
Total AUM$176M
Discretionary$154M
Non-Disc.$22M
Employees4
Clients400
DateApr 2014
Total AUM$176M
Discretionary$154M
Non-Disc.$22M
Employees3
Clients400
DateMar 2014
Total AUM$176M
Discretionary$154M
Non-Disc.$22M
Employees3
Clients400
DateApr 2013
Total AUM$150M
Discretionary$125M
Non-Disc.$25M
Employees3
Clients400
DateMay 2012
Total AUM$133.5M
Discretionary$102M
Non-Disc.$31.5M
Employees1
Clients300
DateFeb 2012
Total AUM$133.5M
Discretionary$102M
Non-Disc.$31.5M
Employees1
Clients300
DateFeb 2012
Total AUM$130M
Discretionary$106M
Non-Disc.$24M
Employees1
Clients300
DateMay 2011
Total AUM$115M
Discretionary$95M
Non-Disc.$20M
Employees5
Clients--
DateMay 2011
Total AUM$115M
Discretionary$95M
Non-Disc.$20M
Employees5
Clients--
DateMar 2011
Total AUM$115M
Discretionary$95M
Non-Disc.$20M
Employees5
Clients--
DateOct 2010
Total AUM$115M
Discretionary$95M
Non-Disc.$20M
Employees5
Clients--
DateOct 2010
Total AUM$90M
Discretionary$70M
Non-Disc.$20M
Employees5
Clients--
DateSep 2010
Total AUM$90M
Discretionary$70M
Non-Disc.$20M
Employees5
Clients--
DateApr 2010
Total AUM$90M
Discretionary$70M
Non-Disc.$20M
Employees5
Clients--
DateMar 2009
Total AUM$77M
Discretionary$54M
Non-Disc.$23M
Employees5
Clients--
DateMar 2007
Total AUM$74M
Discretionary$44M
Non-Disc.$30M
Employees5
Clients--
DateJan 2007
Total AUM$67M
Discretionary$41M
Non-Disc.$26M
Employees5
Clients--
DateFeb 2006
Total AUM$64M
Discretionary$38M
Non-Disc.$26M
Employees5
Clients--
DateSep 2005
Total AUM$59.1M
Discretionary$35.5M
Non-Disc.$23.6M
Employees5
Clients--
DateDec 2004
Total AUM$59.1M
Discretionary$35.5M
Non-Disc.$23.6M
Employees5
Clients--
DateAug 2004
Total AUM$59.1M
Discretionary$35.5M
Non-Disc.$23.6M
Employees5
Clients--
DateJul 2004
Total AUM$59.1M
Discretionary$35.5M
Non-Disc.$23.6M
Employees5
Clients--
DateApr 2004
Total AUM$59.1M
Discretionary$35.5M
Non-Disc.$23.6M
Employees5
Clients--
DateMar 2004
Total AUM$59.1M
Discretionary$35.5M
Non-Disc.$23.6M
Employees5
Clients--
DateNov 2003
Total AUM$55M
Discretionary$30M
Non-Disc.$25M
Employees5
Clients--
DateMay 2002
Total AUM$55M
Discretionary$30M
Non-Disc.$25M
Employees5
Clients--
DateJun 2001
Total AUM$55M
Discretionary$30M
Non-Disc.$25M
Employees5
Clients--