| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua K. Bannerman Revocable Trust Control | Member | Over 75% | 2018 |
| Joshua Kenneth Bannerman Control | Chief Compliance Officer | Under 5% | 2009 |
| Joshua Kenneth Bannerman Control | Trustee | Over 75% | 2018 |
Bannerman Wealth Management Group, LLC reports $152.2 million in regulatory assets under management on its Form ADV.
Bannerman Wealth Management Group, LLC reports 5 employees.
Bannerman Wealth Management Group, LLC is based in Lewisville, TX and has been SEC-registered since 2019.
Bannerman Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2560 King Arthur Blvd, Suite 124-46, Lewisville, TX 75056 |
| Phone | (214) 919-4448 |
| Fax | (248) 912-1151 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $152.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $152.2M |