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BMSS WESSON WEALTH SOLUTIONS
Legal name: BMSS WESSON WEALTH SOLUTIONS, LLC
CRD 282792File 801-118944
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$704.0M
Above cohort median (national)
Discretionary AUM
$686.0M
Non-discretionary $18.0M
Clients
265
1,183 accounts
Employees
11
Above cohort median in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 19, 2020
- Principal office
- 3500 COLONNADE PARKWAY, SUITE 150, BIRMINGHAM, AL, 35243
- Phone
- 205-982-5555
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $704.0M
- Discretionary AUM
- $686.0M
- Non-discretionary AUM
- $18.0M
- Discretionary accounts
- 1,129
- Non-discretionary accounts
- 54
- Total accounts
- 1,183
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.3M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | $1.1M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 184 | $624.2M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | $3.7M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 76 | $72.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.