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Bna Wealth, Inc.

● SEC registered since 1995CRD 39326SEC# 801-48984Rock Hill, SC
Export (members)
Reg. AUM
$504M
Employees
9
Accounts
473
Location
Rock Hill, SC

Bna Wealth, Inc. assets under management

Bna Wealth, Inc. operates as an SEC-registered investment adviser based in Rock Hill, SC. The firm has been registered since 1995. It reports $504 million in regulatory assets under management and employs 9 people.
www.bnacpa.comView on SEC.gov ↗

Bna Wealth, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Adam Eric Mr. Ackerman ControlPresident/Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Bna Wealth, Inc. manage?

Bna Wealth, Inc. reports $504 million in regulatory assets under management on its Form ADV.

How many employees does Bna Wealth, Inc. have?

Bna Wealth, Inc. reports 9 employees.

Where is Bna Wealth, Inc. located?

Bna Wealth, Inc. is based in Rock Hill, SC and has been SEC-registered since 1995.

Does Bna Wealth, Inc. disclose fund performance?

Bna Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address596 Herrons Ferry Road, Suite 300, Rock Hill, SC 29730
Phone803-324-7100
Fax803-324-7165
Office hours9:00 - 4:00
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$504M
Total (RAUM)$504M