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Bmss Wesson Wealth Solutions, LLC

● SEC registered since 2020CRD 282792SEC# 801-118944Birmingham, AL
Export (members)
Reg. AUM
$577.1M
Employees
11
Accounts
990
Location
Birmingham, AL

Bmss Wesson Wealth Solutions, LLC assets under management

Bmss Wesson Wealth Solutions, LLC is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2020. It reports $577.1 million in regulatory assets under management and employs 11 people.

Bmss Wesson Wealth Solutions, LLC owners & executives

8 reported
NameTitleOwnershipSince
Bmss, LLC ControlMember; ManagerOver 75%2016
Mark Alan Wesson ControlChief Executive Officer And Chief Compliance OfficerUnder 5%2016
Brian Scott Garrison ControlMember Of Managing Committee2019
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Frequently asked questions

How much does Bmss Wesson Wealth Solutions, LLC manage?

Bmss Wesson Wealth Solutions, LLC reports $577.1 million in regulatory assets under management on its Form ADV.

How many employees does Bmss Wesson Wealth Solutions, LLC have?

Bmss Wesson Wealth Solutions, LLC reports 11 employees.

Where is Bmss Wesson Wealth Solutions, LLC located?

Bmss Wesson Wealth Solutions, LLC is based in Birmingham, AL and has been SEC-registered since 2020.

Does Bmss Wesson Wealth Solutions, LLC disclose fund performance?

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

Contact & registration

Address3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243
Phone205-982-5555
Fax205-982-5562
Office hours8:00 a.m. To 5:00 p.m. (Cst)
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$566.3M
Non-discretionary$10.8M
Total (RAUM)$577.1M