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- Custodian
- Empower · Prudential · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-07-1997
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between October 30, 2025 and March 24, 2026, reported AUM increased 5.0%, from $252.0M to $264.6M.
Across 5 reported observations, AUM increased 13.1% between October 26, 2022 and March 24, 2026, from $234.0M to $264.6M.
Of the latest reported AUM, 93.8% is discretionary and 6.2% is non-discretionary.
The firm reports 4 advisory representatives and 510 clients, or 127.5 clients per representative. That equates to $518.8K in reported AUM per client.
The profile lists 2 reported office locations and 29 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ANDREW ROLAND BELLAMAH
Chief Compliance Officer, Managing Member
- CRD
- #2171352
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ANDREW JOSEPH BELLAMAH
Broker
- CRD
- #6244980
MIGUEL ANTONIO PADILLA
Investment Advisor Representative
- CRD
- #4743123
Showing 2 of 4 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
BNB Wealth Mangagement, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
BNB Wealth Mangagement, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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