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Bankplus Wealth Management, LLC

● SEC registered since 2021CRD 152588SEC# 801-121567Jackson, MS
Export (members)
Reg. AUM
$186.1M
Employees
19
Accounts
698
Location
Jackson, MS

Bankplus Wealth Management, LLC assets under management

Bankplus Wealth Management, LLC is an SEC-registered investment adviser based in Jackson, MS. The firm has been registered since 2021. It reports $186.1 million in regulatory assets under management and employs 19 people.
www.bankplus.net/wealth-managementView on SEC.gov ↗

Bankplus Wealth Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Bankplus ControlMemberOver 75%2014
James Sanford Clark ControlSenior Vice PresidentUnder 5%2019
Jeffrey Scott LohmeierSenior Vice PresidentUnder 5%2020
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Frequently asked questions

How much does Bankplus Wealth Management, LLC manage?

Bankplus Wealth Management, LLC reports $186.1 million in regulatory assets under management on its Form ADV.

How many employees does Bankplus Wealth Management, LLC have?

Bankplus Wealth Management, LLC reports 19 employees.

Where is Bankplus Wealth Management, LLC located?

Bankplus Wealth Management, LLC is based in Jackson, MS and has been SEC-registered since 2021.

Does Bankplus Wealth Management, LLC disclose fund performance?

Bankplus Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1200 Eastover Drive, Suite 300, Jackson, MS 39211
Phone601-607-4290
Fax601-607-4320
Office hours8:00 a.m. - 4:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK2051117
Discloses disciplinary historyNo

Assets under management

Discretionary$186.1M
Non-discretionary$0
Total (RAUM)$186.1M