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BMSS WESSON WEALTH SOLUTIONS
BMSS WESSON WEALTH SOLUTIONS, LLC
CRD 282792 · SEC 801-118944
3500 COLONNADE PARKWAY, SUITE 150, BIRMINGHAM, AL, 35243, United States
Phone
205-982-5555
Fax
205-982-5562
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$704.0M
Discretionary AUM
$686.0M
Team
11 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $72.6M |
| High net worth individuals | 184 | $624.2M |
| Pension/profit sharing plans | 2 | $3.7M |
| Charitable organizations | 1 | $1.1M |
| Corporations/business entities | 2 | $2.3M |
States served
AL, GA, LA, MD, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD