BANKPLUS WEALTH ADVISORS

Legal name: BANKPLUS WEALTH MANAGEMENT, LLC

CRD 152588File 801-121567

APPROVED

Retail clients

Custody

Filing as of Apr 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$263.8M

Below cohort median (national)

Discretionary AUM

$263.8M

Clients

645

944 accounts

Employees

Below cohort median in MS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jun 21, 2021
Principal office: 1200 EASTOVER DRIVE, SUITE 300, JACKSON, MS, 39211
Phone: 601-607-4290
Website: HTTP://WWW.BANKPLUS.NET/WEALTH-MANAGEMENT

Assets & accounts

ADV Item 5F

Total regulatory AUM: $263.8M
Discretionary AUM: $263.8M
Non-discretionary AUM: $0
Discretionary accounts: 944
Non-discretionary accounts: 0
Total accounts: 944
AUM per client: $409K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$4.4M
Charitable organizations	Fewer than 5	$1.8M
High net worth individuals	51	$131.9M
Individuals (other than high net worth individuals)	582	$125.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.