Bnc Wealth Management, LLC
● SEC registered since 2019CRD 306483SEC# 801-117800Beaverton, OR
Reg. AUM
$847.5M
Employees
5
Accounts
2,272
Location
Beaverton, OR
Bnc Wealth Management, LLC assets under management
Bnc Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Beaverton, OR. The firm has been registered since 2019. It reports $847.5 million in regulatory assets under management and employs 5 people.
Bnc Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Kenneth Nanson Control | Partner | 50-75% | 2020 |
| Jason Alexander Bratt Control | Partner | 50-75% | 2020 |
| Michelle Lea Eldridge Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Bnc Wealth Management, LLC manage?
Bnc Wealth Management, LLC reports $847.5 million in regulatory assets under management on its Form ADV.
How many employees does Bnc Wealth Management, LLC have?
Bnc Wealth Management, LLC reports 5 employees.
Where is Bnc Wealth Management, LLC located?
Bnc Wealth Management, LLC is based in Beaverton, OR and has been SEC-registered since 2019.
Does Bnc Wealth Management, LLC disclose fund performance?
Bnc Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8625 SW Cascade Ave.,, Suite 410, Beaverton, OR 97008 |
| Phone | 503-683-7727 |
| Fax | 503-683-7726 |
| Office hours | 7a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1821549 |
| Discloses disciplinary history | No |
Regulatory AUM
$847.5M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$847.5Mregulatory AUM
Discretionary $795.1MNon-discretionary $52.4M