BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Legal name: BANNERMAN WEALTH
CRD #284677 SEC #801-117777 LEWISVILLE, TX (214) 919-4448
SEC Registered
Total AUM
$152.2M
Discretionary
$152.2M
Employees
5
Clients
101
Accounts
609
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $152.2M | $152.2M | $0 | 5 | 1 |
| Apr 2025 | $152.2M | $152.2M | $0 | 5 | 1 |
| Mar 2025 | $152.2M | $152.2M | $0 | 5 | 1 |
| Dec 2024 | $110.8M | $110.8M | $0 | 3 | 1 |
| Aug 2024 | $110.8M | $110.8M | $0 | 3 | 1 |
| Mar 2024 | $110.8M | $110.8M | $0 | 4 | 1 |
| May 2023 | $100.2M | $100.2M | $0 | 5 | 0 |
| Mar 2023 | $99.6M | $97.8M | $1.8M | 5 | 0 |
| Nov 2022 | $90.9M | $89M | $1.9M | 5 | 0 |
| Sep 2022 | $90.9M | $89M | $1.9M | 5 | 0 |
| Sep 2022 | $90.9M | $89M | $1.9M | 6 | 0 |
| Jul 2022 | $90.9M | $89M | $1.9M | 6 | 0 |
| Jul 2022 | $90.9M | $89M | $1.9M | 5 | 0 |
| Mar 2022 | $90.9M | $89M | $1.9M | 5 | 0 |
| Mar 2022 | $90.9M | $89M | $1.9M | 5 | 0 |
| Dec 2021 | $63.7M | $63.7M | $0 | 5 | 0 |
| Dec 2021 | $63.7M | $63.7M | $0 | 5 | 0 |
| Mar 2021 | $63.7M | $63.7M | $0 | 5 | 0 |
| Mar 2021 | $63.7M | $63.7M | $0 | 5 | 0 |
| Feb 2021 | $63.7M | $63.7M | $0 | 4 | 0 |
| Feb 2021 | $63.7M | $63.7M | $0 | 4 | 0 |
| Jan 2021 | $63.7M | $63.7M | $0 | 4 | 0 |
| May 2020 | $50.2M | $48.1M | $2.2M | 4 | 0 |
| Mar 2020 | $50.2M | $48.1M | $2.2M | 4 | 0 |
| Jan 2020 | $50.8M | $48.1M | $2.7M | 3 | 0 |
| Nov 2019 | $50.8M | $48.1M | $2.7M | 3 | 0 |
DateMay 2025
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees5
Clients1
DateApr 2025
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees5
Clients1
DateMar 2025
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees5
Clients1
DateDec 2024
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees3
Clients1
DateAug 2024
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees3
Clients1
DateMar 2024
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees4
Clients1
DateMay 2023
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$99.6M
Discretionary$97.8M
Non-Disc.$1.8M
Employees5
Clients0
DateNov 2022
Total AUM$90.9M
Discretionary$89M
Non-Disc.$1.9M
Employees5
Clients0
DateSep 2022
Total AUM$90.9M
Discretionary$89M
Non-Disc.$1.9M
Employees5
Clients0
DateSep 2022
Total AUM$90.9M
Discretionary$89M
Non-Disc.$1.9M
Employees6
Clients0
DateJul 2022
Total AUM$90.9M
Discretionary$89M
Non-Disc.$1.9M
Employees6
Clients0
DateJul 2022
Total AUM$90.9M
Discretionary$89M
Non-Disc.$1.9M
Employees5
Clients0
DateMar 2022
Total AUM$90.9M
Discretionary$89M
Non-Disc.$1.9M
Employees5
Clients0
DateMar 2022
Total AUM$90.9M
Discretionary$89M
Non-Disc.$1.9M
Employees5
Clients0
DateDec 2021
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$50.2M
Discretionary$48.1M
Non-Disc.$2.2M
Employees4
Clients0
DateMar 2020
Total AUM$50.2M
Discretionary$48.1M
Non-Disc.$2.2M
Employees4
Clients0
DateJan 2020
Total AUM$50.8M
Discretionary$48.1M
Non-Disc.$2.7M
Employees3
Clients0
DateNov 2019
Total AUM$50.8M
Discretionary$48.1M
Non-Disc.$2.7M
Employees3
Clients0