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BNB Wealth Mangagement, LLC

BNB Wealth Mangagement, LLC. CRD 107702

BNB Wealth Mangagement, LLC logo

CRD: 107702

BNB Wealth Mangagement, LLC

$264.6M Total AUM
$248.3M Disc. AUM
3.8% 3Y CAGR
5 Employees
510 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
Empower · Prudential · Raymond James
Clients
Retail and Institutional
Platforms
Available
Established Date
02-07-1997
Office Locations
2

Office Locations

8730 Georgia Avenue Suite 500 Silver Spring MD
-- Riverview FL

About BNB Wealth Mangagement, LLC

BNB Wealth Management is an independent advisory firm based in Silver Spring, MD, with a generations-long presence in financial services. The team provides customized financial planning and active wealth/asset management focused on helping clients grow and protect assets, with guidance across retirement, college, estate planning and charitable giving. They also support 401(k) plan and IRA/401(k) rollover decisions and incorporate insurance strategies, delivering advice designed to be free of proprietary product pressures.

Team overview

56 AVG AGE
$66.2M AVG AUM / ADVISOR
$518.8K AVG AUM / CLIENT
14.2 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
29yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

ANDREW ROLAND BELLAMAH

ANDREW ROLAND BELLAMAH

Chief Compliance Officer, Managing Member

CRD
#2171352
Ownership
75% or more
Available
Available
Available

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Contacts

A

ANDREW JOSEPH BELLAMAH

Broker

CRD
#6244980
Available
Available
Available
M

MIGUEL ANTONIO PADILLA

--

CRD
#4743123
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-26-2022
12-21-2023
10-08-2024
10-30-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $248,300,000 $553,007
Non-Discretionary $16,300,000 $525,806
Total $264,600,000 $551,250

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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