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Silver Spring, MD Office

Team
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Bnb Wealth Mangagement, Llc logo

Bnb Wealth Mangagement, Llc

Team

Firm-wide stats for Bnb Wealth Mangagement, Llc

Total advisors

5

Across 2 offices

Clients per advisor

88 High

Avg AUM per client

$457,143 Low

HNW client ratio

34% Typical

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.

Based on Bnb Wealth Mangagement, Llc

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Retirement income strategy Long-term care insurance

Based on Bnb Wealth Mangagement, Llc

Occupation focus

Founder/Business Owner Retired

Based on Bnb Wealth Mangagement, Llc

Location

8730 Georgia Avenue, Suite 500

Silver Spring MD 20910

Advisors at this office

4

Advisors at this office

user avatar

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Retirement income strategy Long-term care insurance Founder/Business Owner Retired
user avatar

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Retirement income strategy Long-term care insurance Founder/Business Owner Retired
user avatar

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Retirement income strategy Long-term care insurance Founder/Business Owner Retired
user avatar

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Retirement income strategy Long-term care insurance Founder/Business Owner Retired
View complete list of advisors at this office
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