BANKPLUS WEALTH ADVISORS

Legal name: BANKPLUS WEALTH MANAGEMENT, LLC

CRD 152588File 801-121567

APPROVED

Retail clients

Custody

Filing as of Sep 30, 2026

Feed vintage Oct 1, 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	Change
Apr 1, 2026	Clients	500	645	increased by145
Apr 1, 2026	AUM	$186,099,182	$263,759,468	increased by$77,660,286
Apr 1, 2026	Accounts	698	944	increased by246
May 1, 2025 vs Oct 1, 2022	Employees	14	19	increased by5
May 1, 2025 vs Oct 1, 2022	Disclosures	Yes	No
May 1, 2025 vs Oct 1, 2022	Custody	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	300	500	increased by200
May 1, 2025 vs Oct 1, 2022	AUM	$117,368,023	$186,099,182	increased by$68,731,159
May 1, 2025 vs Oct 1, 2022	Accounts	300	698	increased by398
Apr 1, 2022	Employees	15	14	decreased by1
Apr 1, 2022	Clients	234	300	increased by66
Apr 1, 2022	AUM	$100,671,362	$117,368,023	increased by$16,696,661
Apr 1, 2022	Accounts	319	300	decreased by19
Aug 1, 2021	Employees	14	15	increased by1
Jul 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BANKPLUS WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BANKPLUS WEALTH” may also match similarly-named firms). Confirm identity against each filing.

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.