BNB Wealth Management

BNB Wealth Management is a registered investment advisor operating as a multi-family office.

BNB Wealth Management

BNB Wealth Management, LLC is an SEC-registered investment adviser in Silver Spring, MD, registered since 1997. The firm manages $265 million in assets, with $248 million on a discretionary basis. It has 5 employees and 4 investment advisers.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What services does BNB Wealth Management provide?

As a registered investment advisor, BNB Wealth Management likely offers wealth management, financial planning, and investment advisory services to high-net-worth individuals and families. Specific service lines have not been detailed in public sources.

Is BNB Wealth Management a single-family office or multi-family office?

The firm's regulatory filing as a registered investment advisor positions it as a wealth management entity, likely serving multiple families. Public records do not confirm the exact family office structure or the number of clients served.

Who founded BNB Wealth Management?

No founding individual or group has been publicly disclosed for BNB Wealth Management. The firm's ownership structure and background of its founding principals are not available from public sources.

What is the AUM of BNB Wealth Management?

The firm's AUM has not been publicly disclosed. As a registered investment advisor, it may report figures to the SEC, but those are not readily available in aggregated form.

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