Bnb Wealth Mangagement, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$201,600,000
Clients
441
Advisors
5
across 2 offices
About
BNB Wealth Management is a privately owned, SEC‑registered advisory firm that serves individuals (including retirees and business owners), high‑net‑worth clients, trusts, small businesses and retirement plan sponsors. With four advisors managing roughly $264.6 million for about 441 clients, the firm provides ongoing portfolio management, financial planning, pension consulting, and participant education services.
The firm generally constructs diversified portfolios using primarily mutual funds and develops client investment policies through one‑on‑one interviews, periodic reviews, and rebalancing as appropriate; its financial planning work uses tools such as Monte Carlo simulation to model outcomes. BNB offers discretionary asset management and also sponsors and acts as portfolio manager for its own wrap fee program, which aggregates advisory, execution and custody services for participating accounts.
What distinguishes BNB from many peers is its multi‑office footprint (five offices) and its role as a wrap program sponsor and manager—both features that are relatively uncommon among similar team firms. The brochure also discloses that clients must establish accounts through the firm’s introducing broker‑dealer (Capitol Securities Management) with Raymond James as custodian, that representatives may act in separate capacities as broker‑dealer registered representatives and insurance agents (a potential conflict), and that the firm settled an SEC matter in 2020 related to mutual fund share‑class selection, after which it changed certain practices.
Client services
Expertise
Occupation focus
Fee options
Fixed fee financial planning engagements; amount depends on scope and expertise.
Up to 1.75% per annum maximum, negotiable and tiered based on client agreement
IARs may receive commissions in their separate capacity as registered representatives of the broker-dealer Capitol Securities Management, Inc. for securities and insurance products sales.
Financial planning and consulting hourly fees generally range from $150 to $500 per hour.
Fee-only: Investment advisory fees calculated as a percentage of assets under management, payable quarterly in arrears; Financial planning fees charged on fixed fee basis or hourly ($150 - $500/hour); Consulting fees charged hourly ($150 - $500/hour); Portfolio Analysis and Review fee between 0.00% - 0.75% one-time charge.
Main office
See office8730 Georgia Avenue, Suite 500
Silver Spring MD 20910
Advisors at this office
4
Offices (2)
Most active in
District of Columbia · Florida · Maryland · Pennsylvania · Tennessee · Texas · Virginia
Also doing business as
Andrew R. Bellamah Investment Advisory LLC · Andrew R. Bellamah Investment Advisory, LLC · Bellamah Andrew R Investment Advisory Inc · Bellamah Andrew R Investment Advisory LLC · Bellamah Andrew R. Investment Advisory LLC · Bnb Wealth Management, LLC · Bnb Wealth Mangagement, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Andrew B
Series 63, Series 65
Silver Spring, MD
Bnb Wealth Mangagement, Llc
Andrew Bellamah is a financial advisor with BNB Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He owns and manages multiple commercial and industrial real estate entities in Florida and Maryland, focusing on property management and leasing. BNB Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm provides portfolio management, financial planning, and pension consulting, offering diversified portfolios primarily through mutual funds and managing its own wrap fee program.
Feldy S
Series 63, Series 65
Silver Spring, MD
Bnb Wealth Mangagement, Llc
Feldy Suwito is an investment advisor at Bnb Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bellamah, Neuhauser & Barrett, Inc. since 1998. Outside of advising, he operates a photography business offering family portraits and event photography. Bnb Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm provides portfolio management, financial planning, and pension consulting, using diversified portfolios and individualized investment policies, and is noted for its multi-office presence and role as a wrap fee program sponsor and manager.
William F
Series 65
Silver Spring, MD
Bnb Wealth Mangagement, Llc
William Fitzgerald V is a financial advisor at Bnb Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Bnb Wealth Management, he worked at Raidal Power and New Columbia Solar. He also has experience with Johnson Control PLC and studied at Miami University. Bnb Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm manages diversified portfolios primarily using mutual funds and offers financial planning, pension consulting, and participant education services through a multi-office team of advisors.
Andrew B
Series 66
Riverview, FL
Bnb Wealth Mangagement, Llc
Andrew Bellamah is a financial advisor with BNB Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior work experience includes roles at Capitol Securities Management, Aflac, and Cardflyyer. Outside of financial advising, he is the CEO of SalonRenter, a website specializing in beauty-focused commercial real estate listings. BNB Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm offers portfolio management, financial planning, pension consulting, and participant education, with a focus on diversified portfolios primarily using mutual funds and a multi-office presence.
Miguel P
Series 66
Silver Spring, MD
Bnb Wealth Mangagement, Llc
Miguel Padilla is a financial advisor at BNB Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Capitol Securities Management since 2011. Prior to that, he was with Equitable Advisors and Edward Jones. Outside of his advisory role, he owns and manages a vacation rental property. BNB Wealth Management is a privately owned, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and retirement plan sponsors. The firm manages diversified portfolios primarily using mutual funds and provides financial planning, pension consulting, and participant education services through a multi-office team approach.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)