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
Firm Details
- Organization Type
- Corporation
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ACKERMAN, ADAM ERIC MR. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ACKERMAN, ADAM ERIC MR. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ACKERMAN, ADAM ERIC MR. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ACKERMAN, ADAM ERIC MR. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ACKERMAN, ADAM ERIC MR. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ACKERMAN, ADAM ERIC MR. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ACKERMAN, ADAM ERIC MR. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ACKERMAN, ADAM ERIC MR. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ACKERMAN, ADAM ERIC MR. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ACKERMAN, ADAM ERIC MR. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VITEZ, LAWRENCE DAVID | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (2)
NC SC
Address
596 HERRONS FERRY ROADSUITE 300
ROCK HILL, SC 29730
United States
Phone: 803-324-7100