Investment adviser · CRD 39326
BNA WEALTH
Investment adviser filing (IA)
BNA WEALTH, INC.
ROCK HILL, SC, United States · Form ADV filed Jul 16, 2026
- Regulatory AUM
- $620M Form ADV · Item 5.F
- Client accounts
- 542 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 388 | $441,505,421 | 71.2% |
| Individuals | 146 | $172,161,957 | 27.8% |
| Corporations & businesses | 6 | $5,618,731 | 0.9% |
| Charities | Fewer than 5 | $468,294 | 0.1% |
Filing source
Form ADV 2120339 · Jul 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
596 HERRONS FERRY ROAD, SUITE 300ROCK HILL, SC, 29730, United States
CRD 39326
Filing source
Form ADV 2120339 · Jul 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.