BNC WEALTH MANAGEMENT, LLC

BNC WEALTH MANAGEMENT, LLC of BEAVERTON, OR is an SEC-registered investment adviser (CRD 306483). Regulatory assets under management: $847.5M.

Registration

• CRD: 306483
• SEC file number: 801-117800
• Type: Registered investment adviser
• Location: 8625 SW CASCADE AVE.,, SUITE 410, BEAVERTON, OR, 97008
• Phone: 503-683-7727
• Latest filing: 2026-03-25
• Regulatory AUM: $847.5M
• Discretionary AUM: $795.1M
• Non-discretionary AUM: $52.4M
• Clients: 5
• Accounts: 2,272

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (7)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306483 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search