Investment adviser · CRD 282792
BMSS WESSON WEALTH SOLUTIONS
Investment adviser filing (IA)
BMSS WESSON WEALTH SOLUTIONS, LLC
BIRMINGHAM, AL, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $704M Form ADV · Item 5.F
- Client accounts
- 1,183 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 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 | 184 | $624,209,265 | 88.7% |
| Individuals | 76 | $72,634,235 | 10.3% |
| Retirement plans | Fewer than 5 | $3,700,966 | 0.5% |
| Corporations & businesses | Fewer than 5 | $2,293,095 | 0.3% |
| Charities | Fewer than 5 | $1,112,593 | 0.2% |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2078102 · Mar 20, 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: Mar 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3500 COLONNADE PARKWAY, SUITE 150BIRMINGHAM, AL, 35243, United States
CRD 282792
Filing source
Form ADV 2078102 · Mar 20, 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.