Key facts
- BANNERMAN WEALTH is a other based in LEWISVILLE, TX.
- BANNERMAN WEALTH reports $6.9M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 284677- Regulatory AUM
- $6.9M
- Private fund assets
- —
- Private funds
- —
- Staff
- 5
- Registered office
- LEWISVILLE, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BANNERMAN WEALTH MANAGEMENT GROUP, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for BANNERMAN WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is BANNERMAN WEALTH's AUM?
- BANNERMAN WEALTH manages approximately $6.9M in assets.