PPrivate Fund Data Log in Join · $37/mo

Bnc Wealth Management, LLC

● SEC registered since 2019CRD 306483SEC# 801-117800Beaverton, OR
Export (members)
Reg. AUM
$710.5M
Employees
5
Accounts
2,138
Location
Beaverton, OR

Bnc Wealth Management, LLC assets under management

Bnc Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Beaverton, OR. The firm has been registered since 2019. It reports $710.5 million in regulatory assets under management and employs 5 people.
www.nbccapitaladvisors.comView on SEC.gov ↗

Bnc Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
David Kenneth Nanson ControlPartner50-75%2020
Jason Alexander Bratt ControlPartner50-75%2020
Michelle Lea Eldridge ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Bnc Wealth Management, LLC manage?

Bnc Wealth Management, LLC reports $710.5 million in regulatory assets under management on its Form ADV.

How many employees does Bnc Wealth Management, LLC have?

Bnc Wealth Management, LLC reports 5 employees.

Where is Bnc Wealth Management, LLC located?

Bnc Wealth Management, LLC is based in Beaverton, OR and has been SEC-registered since 2019.

Does Bnc Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address8625 SW Cascade Ave.,, Suite 410, Beaverton, OR 97008
Phone503-683-7727
Fax503-683-7726
Office hours7a.m. To 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1821549
Discloses disciplinary historyNo

Assets under management

Discretionary$662.2M
Non-discretionary$48.3M
Total (RAUM)$710.5M