BNA WEALTH, INC.
Doing business as BNA WEALTH. SEC Form ADV profile.
Total regulatory AUM
$619,754,403
Discretionary
$106,109,322
Non-discretionary
$513,645,081
Firm details
- CRD number
- 39326
- SEC file number
- 801-48984
- Main office
- ROCK HILL, SC, United States
- Employees
- 8
- SEC status
- Approved
- Website
- https://www.bnacpa.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.