BANNERMAN WEALTH MANAGEMENT GROUP, LLC

BANNERMAN WEALTH MANAGEMENT GROUP, LLC of LEWISVILLE, TX is an SEC-registered investment adviser (CRD 284677). Regulatory assets under management: $176.6M.

Registration

• CRD: 284677
• SEC file number: 801-117777
• Type: Registered investment adviser
• Location: 2560 KING ARTHUR BLVD, SUITE 124-46, LEWISVILLE, TX, 75056
• Phone: (214) 919-4448
• Latest filing: 2026-06-03
• Regulatory AUM: $176.6M
• Discretionary AUM: $176.6M
• Clients: 6
• Accounts: 636

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284677 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search