RIA Intel›Advisers›Arizona›BANNING WEALTH MANAGEMENT, LLC

BANNING WEALTH MANAGEMENT, LLC

Advisory

AZ

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account
$161K
across 59 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$10M
Discretionary %
100%
Clients
16
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

KROZEL CAPITAL MANAGEMENT, LLC
SCOTTSDALE, AZ
$10M
SILVER LEAF FINANCIAL, INC.
SCOTTSDALE, AZ
$9M
49TH PARALLEL WEALTH MANAGEMENT, LLC
SCOTTSDALE, AZ
$9M
EBIS, INC.
PHOENIX, AZ
$9M
SOUTHERN PACIFIC ASSET MANAGEMENT L.L.C.
YUMA, AZ
$9M
SEAMLESS FINANCIAL PLANNING, LLC
$9M

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