← Back to searchVisit website
BANNERMAN WEALTH
BANNERMAN WEALTH MANAGEMENT GROUP, LLC
CRD 284677 · SEC 801-117777
2560 KING ARTHUR BLVD, SUITE 124-46, LEWISVILLE, TX, 75056, United States
Phone
(214) 919-4448
Fax
(248) 912-1151
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.6M
Discretionary AUM
$176.6M
Team
6 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $41.0M |
| High net worth individuals | 63 | $133.6M |
States served
AZ, CA, IL, MA, MI, NY, OH, PA, VA, WI, WA, TX, NH, FL
All web addresses on file
- https://www.facebook.com/joshbannerman/
- https://x.com/JOSHBANNERMAN
- https://www.linkedin.com/in/joshbannerman/
- https://www.linkedin.com/in/noah-gayhart
- https://www.linkedin.com/company/bannerman-wealth-management-group-llc/about/
- https://www.instagram.com/bannermanwealth/
- https://www.linkedin.com/in/jacquelyngirling/
- http://www.bannermanwealth.com/
- https://x.com/NOTTHEFAKEOG
- https://www.linkedin.com/in/akowalczyk2
- https://www.stackingbenjamins.com/
- https://www.instagram.com/jkbman
Official SEC filing: View on IAPD