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BNB WEALTH MANGAGEMENT, LLC

SILVER SPRING, MD · CRD 107702 · IAPD ↗ · 301-562-7300

$264.6MRegulatory AUM
4Advisory reps
5Employees
30Clients
51-100Planning clients
0Private funds
7States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — BNB WEALTH MANGAGEMENT, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — BNB WEALTH MANGAGEMENT, LLC reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.