BNA WEALTH, INC.
Legal name: BNA WEALTH
CRD #39326 SEC #801-48984 ROCK HILL, SC 803-324-7100
SEC Registered Broker-Dealer
Total AUM
$504M
Discretionary
$0
Employees
9
Clients
251
Accounts
473
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $504M | $0 | $504M | 9 | 0 |
| Jul 2024 | $374.6M | $0 | $374.6M | 5 | 405 |
| Apr 2024 | $380.5M | $0 | $380.5M | 5 | 405 |
| Mar 2024 | $380.5M | $0 | $380.5M | 5 | 405 |
| Mar 2023 | $328M | $0 | $328M | 3 | 405 |
| Mar 2023 | $328M | $0 | $328M | 3 | 405 |
| Mar 2022 | $354.7M | $0 | $354.7M | 3 | 384 |
| Mar 2021 | $284.4M | $0 | $284.4M | 3 | 346 |
| Sep 2020 | $239.5M | $0 | $239.5M | 4 | 420 |
| Aug 2020 | $239.5M | $0 | $239.5M | 4 | 420 |
| Jul 2020 | $239.5M | $0 | $239.5M | 4 | 420 |
| Jul 2020 | $239.5M | $0 | $239.5M | 4 | 420 |
| Jul 2020 | $239.5M | $0 | $239.5M | 4 | 420 |
| Feb 2020 | $239.5M | $0 | $239.5M | 4 | 420 |
| Feb 2019 | $190.2M | $0 | $190.2M | 4 | 340 |
| Mar 2018 | $167.6M | $0 | $167.6M | 4 | 300 |
| Jan 2018 | $292M | $0 | $292M | 4 | 275 |
| Jan 2018 | $292M | $0 | $292M | 4 | 275 |
| Mar 2017 | $292M | $0 | $292M | 4 | 250 |
| Jan 2017 | $284.2M | $0 | $284.2M | 3 | 250 |
| Mar 2016 | $134.3M | $0 | $134.3M | 3 | 250 |
| Feb 2015 | $275.9M | $0 | $275.9M | 3 | 250 |
| Mar 2014 | $253.6M | $0 | $253.6M | 3 | 250 |
| Mar 2013 | $216.3M | $0 | $216.3M | 3 | 250 |
| Oct 2012 | $269.7M | $0 | $269.7M | 1 | 250 |
| Mar 2012 | $269.7M | $0 | $269.7M | 1 | 250 |
| Mar 2012 | $86.7M | $0 | $86.7M | 1 | 250 |
| Aug 2011 | $83.9M | $0 | $83.9M | 5 | -- |
| May 2011 | $83.9M | $0 | $83.9M | 5 | -- |
| Feb 2011 | $83.9M | $0 | $83.9M | 5 | -- |
| Jun 2010 | $76.6M | $0 | $76.6M | 5 | -- |
| Mar 2008 | $90M | $0 | $90M | 5 | -- |
| Mar 2007 | $81.6M | $0 | $81.6M | 5 | -- |
| Mar 2006 | $59.6M | $0 | $59.6M | 5 | -- |
| Feb 2005 | $31.7M | $0 | $31.7M | 5 | -- |
| Feb 2005 | $31.7M | $0 | $31.7M | 5 | -- |
| Jan 2004 | $31.7M | $0 | $31.7M | 5 | -- |
DateMar 2025
Total AUM$504M
Discretionary$0
Non-Disc.$504M
Employees9
Clients0
DateJul 2024
Total AUM$374.6M
Discretionary$0
Non-Disc.$374.6M
Employees5
Clients405
DateApr 2024
Total AUM$380.5M
Discretionary$0
Non-Disc.$380.5M
Employees5
Clients405
DateMar 2024
Total AUM$380.5M
Discretionary$0
Non-Disc.$380.5M
Employees5
Clients405
DateMar 2023
Total AUM$328M
Discretionary$0
Non-Disc.$328M
Employees3
Clients405
DateMar 2023
Total AUM$328M
Discretionary$0
Non-Disc.$328M
Employees3
Clients405
DateMar 2022
Total AUM$354.7M
Discretionary$0
Non-Disc.$354.7M
Employees3
Clients384
DateMar 2021
Total AUM$284.4M
Discretionary$0
Non-Disc.$284.4M
Employees3
Clients346
DateSep 2020
Total AUM$239.5M
Discretionary$0
Non-Disc.$239.5M
Employees4
Clients420
DateAug 2020
Total AUM$239.5M
Discretionary$0
Non-Disc.$239.5M
Employees4
Clients420
DateJul 2020
Total AUM$239.5M
Discretionary$0
Non-Disc.$239.5M
Employees4
Clients420
DateJul 2020
Total AUM$239.5M
Discretionary$0
Non-Disc.$239.5M
Employees4
Clients420
DateJul 2020
Total AUM$239.5M
Discretionary$0
Non-Disc.$239.5M
Employees4
Clients420
DateFeb 2020
Total AUM$239.5M
Discretionary$0
Non-Disc.$239.5M
Employees4
Clients420
DateFeb 2019
Total AUM$190.2M
Discretionary$0
Non-Disc.$190.2M
Employees4
Clients340
DateMar 2018
Total AUM$167.6M
Discretionary$0
Non-Disc.$167.6M
Employees4
Clients300
DateJan 2018
Total AUM$292M
Discretionary$0
Non-Disc.$292M
Employees4
Clients275
DateJan 2018
Total AUM$292M
Discretionary$0
Non-Disc.$292M
Employees4
Clients275
DateMar 2017
Total AUM$292M
Discretionary$0
Non-Disc.$292M
Employees4
Clients250
DateJan 2017
Total AUM$284.2M
Discretionary$0
Non-Disc.$284.2M
Employees3
Clients250
DateMar 2016
Total AUM$134.3M
Discretionary$0
Non-Disc.$134.3M
Employees3
Clients250
DateFeb 2015
Total AUM$275.9M
Discretionary$0
Non-Disc.$275.9M
Employees3
Clients250
DateMar 2014
Total AUM$253.6M
Discretionary$0
Non-Disc.$253.6M
Employees3
Clients250
DateMar 2013
Total AUM$216.3M
Discretionary$0
Non-Disc.$216.3M
Employees3
Clients250
DateOct 2012
Total AUM$269.7M
Discretionary$0
Non-Disc.$269.7M
Employees1
Clients250
DateMar 2012
Total AUM$269.7M
Discretionary$0
Non-Disc.$269.7M
Employees1
Clients250
DateMar 2012
Total AUM$86.7M
Discretionary$0
Non-Disc.$86.7M
Employees1
Clients250
DateAug 2011
Total AUM$83.9M
Discretionary$0
Non-Disc.$83.9M
Employees5
Clients--
DateMay 2011
Total AUM$83.9M
Discretionary$0
Non-Disc.$83.9M
Employees5
Clients--
DateFeb 2011
Total AUM$83.9M
Discretionary$0
Non-Disc.$83.9M
Employees5
Clients--
DateJun 2010
Total AUM$76.6M
Discretionary$0
Non-Disc.$76.6M
Employees5
Clients--
DateMar 2008
Total AUM$90M
Discretionary$0
Non-Disc.$90M
Employees5
Clients--
DateMar 2007
Total AUM$81.6M
Discretionary$0
Non-Disc.$81.6M
Employees5
Clients--
DateMar 2006
Total AUM$59.6M
Discretionary$0
Non-Disc.$59.6M
Employees5
Clients--
DateFeb 2005
Total AUM$31.7M
Discretionary$0
Non-Disc.$31.7M
Employees5
Clients--
DateFeb 2005
Total AUM$31.7M
Discretionary$0
Non-Disc.$31.7M
Employees5
Clients--
DateJan 2004
Total AUM$31.7M
Discretionary$0
Non-Disc.$31.7M
Employees5
Clients--