# BNA WEALTH, INC.

BNA WEALTH, INC. of ROCK HILL, SC is an SEC-registered investment adviser.

## Registration

- CRD: 39326
- Type: SEC-registered investment adviser
- SEC file number: 801-48984
- Location: 596 HERRONS FERRY ROAD, SUITE 300, ROCK HILL, SC, 29730
- Phone: 803-324-7100
- Latest filing: 2026-07-16
- Regulatory AUM: $619.8M
- Discretionary AUM: $106.1M
- Non-discretionary AUM: $513.6M
- Clients: 8
- Accounts: 542

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Adam Eric Mr. Ackerman | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| VITEZ LAWRENCE DAVID | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF FINANCIAL OFFICER | — |
| ACKERMAN ADAM ERIC MR | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-02-06 | regulatory | AS A A BROKER-DEALER SIGNED A LETTER OF ACCEPTANCE, WAIVER AND CONSENT WITH FINRA. BNA WEALTH WAS CENSURED, FINED $45,000 AND REQUIRED TO CERTIFY THAT IT HAD REMEDIATED ISSUES IDENTIFIED IN THE AWC: CONDUCTED A MUNICIPAL SECURITIES BUSINESS WITHOUT BEING REGISTERED TO DO SO AND FAILED TO EMPLOY AT L… | Final | $45K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/39326/brochure
- Similar advisers: https://search.stillhousedata.com/firm/39326/similar
- Related entities: https://search.stillhousedata.com/firm/39326/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/39326

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.