Bnb Wealth Mangagement, LLC
Registered investment adviser · Silver Spring, MD · CRD #107702
Form ADV data as of 2026-09-01Regulatory assets
$264.6 million
Total accounts
480
Employees
5
Disclosure events
2
Firm details
- Website: https://www.linkedin.com/company/bellamah-neuhauser-&-barrett-inc.
- Telephone: 301-562-7300
- SEC file number: 801-53808
- Most recent Form ADV filing: 2026-08-26
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- SEC or CFTC entered an order in connection with investment-related activity
- SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $248.3 million |
| Non-discretionary regulatory assets under management | $16.3 million |
| Total regulatory assets under management | $264.6 million |
| Discretionary accounts | 449 |
| Non-discretionary accounts | 31 |
| Total accounts | 480 |
| Regulatory assets under management attributable to non-U.S. persons | $375,000 |
People
| Total employees (excluding clerical) | 5 |
| Employees performing investment advisory functions (including research) | 4 |
| Employees who are registered representatives of a broker-dealer | 4 |
| Employees registered as investment adviser representatives with a state | 4 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 2 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 289 | $43.6 million |
| High net worth individuals | 152 | $158.0 million |
| Pension and profit sharing plans (not the participants or government plans) | 22 | $25.9 million |
| Charitable organizations | 9 | $21.2 million |
| Corporations or other businesses not listed above | 8 | $15.9 million |