Wealth Manager
    SEC Registered
    Manages Private Funds

    Bna Wealth

    Registered investment advisor · Rock Hill, South Carolina · CRD #39326

    Assets Under Management
    $620M
    Client Accounts
    542
    Employees
    8
    CRD Number
    39326
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bna Wealth

    BNA Wealth is a registered investment advisory firm established in 1991, offering financial planning, investment, and retirement advice. It provides comprehensive services including portfolio management and pension consulting. Based in Rock Hill, SC, it has been active since 1995.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Bna Wealth's AUM?

    Bna Wealth reports approximately $620M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bna Wealth headquartered?

    Bna Wealth is headquartered in Rock Hill, South Carolina.

    What is Bna Wealth's CRD number?

    Bna Wealth's CRD number is 39326. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bna Wealth manage?

    Bna Wealth manages approximately 542 client accounts according to its latest SEC filing.

    Is Bna Wealth SEC registered?

    Yes, Bna Wealth is registered with the SEC as an investment adviser with an approved registration status.

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