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BANNERMAN WEALTH

LEWISVILLE, TX · CRD 284677 · IAPD ↗ · (214) 919-4448

$176.6MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — BANNERMAN WEALTH added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2025 — BANNERMAN WEALTH reported RAUM up 37% ($110.8M -> $152.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2025 — BANNERMAN WEALTH notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — BANNERMAN WEALTH now reports custody of client assets ($110.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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