Bna Wealth
Bna Wealth is an SEC-registered wealth manager in Rock Hill, SC with $619.8M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Bna Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 39326, SEC 801-48984, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $619.8M (2026-05-04)
- Firm type
- Wealth Manager
- Location
- Rock Hill, SC
- Employees
- 8
- Clients
- 542
- CRD
- 39326
- Ownership
- VITEZ, LAWRENCE DAVID; ACKERMAN, ADAM ERIC MR.
How much AUM does Bna Wealth have?
Bna Wealth reported $619.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Bna Wealth?
Disclosed owners and executives of Bna Wealth include VITEZ, LAWRENCE DAVID, ACKERMAN, ADAM ERIC MR.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.