BNB WEALTH MANAGEMENT, LLC
B57
CRD 107702·SEC 801-53808·SILVER SPRING, MD
AUM
$264.6M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$794K
@ 30% margin
Est. Deal Value
$6.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $181.0M
'21 · $161.6M
'22 · $220.3M
'23 · $234.0M
'25 · $252.0M
'26 · $264.6M
'20'26
$181.0M → $264.6M▲ +46%
Client mix
| Individuals Other | 289 |
| Individuals High Net Worth | 152 |
| Pension Profit Sharing Plans | 22 |
| Charitable Organizations | 9 |
| Corporations | 8 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
5 advisors → 4 advisors▼ -20%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (22)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
8730 GEORGIA AVENUESUITE 500SILVER SPRING, MD 20910
Business
8730 GEORGIA AVENUESUITE 500SILVER SPRING, MD 20910
Edgar Recent Filings
13F-HR2026-05-13 · 0002111175-26-000002
13F-HR2026-02-17 · 0002111175-26-000001
Fdic Zip Branches Raw
Signet Bank-MarylandSilver Spring, MD
Signet Bank-MarylandSilver Spring, MD
Soi Zip Distribution
Stub 1
| AGI | 55,561 |
| Returns | 4,780 |
Stub 2
| AGI | 153,509 |
| Returns | 4,090 |
Stub 3
| AGI | 228,172 |
| Returns | 3,680 |