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BANKPLUS WEALTH ADVISORS
BANKPLUS WEALTH MANAGEMENT, LLC
CRD 152588 · SEC 801-121567
1200 EASTOVER DRIVE, SUITE 300, JACKSON, MS, 39211, United States
Phone
601-607-4290
Fax
601-607-4320
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$263.8M
Discretionary AUM
$263.8M
Team
19 total employees; 14 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 582 | $125.7M |
| High net worth individuals | 51 | $131.9M |
| Charitable organizations | 3 | $1.8M |
| Corporations/business entities | 9 | $4.4M |
States served
AL, AR, GA, LA, MS, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD