BNA WEALTH, INC.

BNA WEALTH
ROCK HILL, South Carolina·2 registered advisors·CRD# 39326
SEC# 801-489840803-324-7100
01

Firm Overview

AUM
$375M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BNA WEALTH, INC.

2 registered advisors
Adam Eric Mr. Ackerman
ROCK HILL, South Carolina
Lawrence David Vitez
ROCK HILL, South Carolina
05

Office Locations

ROCK HILL, South Carolina
2 advisors

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Data sourced from SEC Form ADV filings. BNA WEALTH, INC. (CRD# 39326) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.