Investment adviser · CRD 152588
BANKPLUS WEALTH ADVISORS
Investment adviser filing (IA)
BANKPLUS WEALTH MANAGEMENT, LLC
JACKSON, MS, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $264M Form ADV · Item 5.F
- Client accounts
- 944 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 51 | $131,910,674 | 50.0% |
| Individuals | 582 | $125,700,614 | 47.7% |
| Corporations & businesses | 9 | $4,384,806 | 1.7% |
| Charities | Fewer than 5 | $1,763,374 | 0.7% |
Filing source
Form ADV 2133683 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1200 EASTOVER DRIVE, SUITE 300JACKSON, MS, 39211, United States
CRD 152588
Filing source
Form ADV 2133683 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.