# Bannerman Wealth

Bannerman Wealth is a Bank / Wealth / Trust based in Lewisville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lewisville, United States
- **Region:** North America
- **Address:** Lewisville, TX, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** bannermanwealth.com
- **LinkedIn:** https://www.linkedin.com/company/bannerman-wealth-management-group-llc

## Regulatory record

- **CRD number:** 284677
- **SEC file number:** 801-117777
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284677

## About

Bannerman Wealth was established in 2009. It operates as a registered investment adviser providing services to individuals, high-net-worth individuals, pension plans, and small businesses. The firm delivers investment management and financial planning. No specific asset classes, portfolio holdings, or geographic deployments beyond its Texas base are publicly detailed. No recent operational events from the last 24 months are recorded. Team size and additional offices remain undisclosed. The firm maintains a standard RIA structure with no disclosed succession vehicles or hybrid mandates.

## Questions

### What services does Bannerman Wealth provide?

The firm provides investment management and financial planning to individuals, high-net-worth individuals, pension plans, and small businesses.

### When was Bannerman Wealth founded?

Bannerman Wealth was established in 2009.

### Where is Bannerman Wealth located?

The firm is based in Lewisville, Texas.

## Related profiles

- [Banner Health Retirement Plan](https://altss.com/profile/banner-health-retirement-plan)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bannerman-wealth

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