BMSS WESSON WEALTH SOLUTIONS

RIASEC RegisteredEst. 2020

Total AUM

$704M

Discretionary

$686M

97% of AUM

Avg account

$595K

Accounts

1,183

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 282792
Registered since: June 19, 2020
Website: bmsswesson.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.67%
Individuals10.32%
Pension & Profit Sharing Plans0.53%
Corporations / Businesses0.33%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bmss Wesson Wealth Solutions is an independent, privately held LLC that registered with the SEC in 2020. The firm acts as a capital allocator for both individual and institutional clients and provides a mix of financial planning and portfolio management services for individuals, small businesses, and larger institutional entities. Its service set includes manager selection, publication of periodic client communications, and educational workshops. Fee arrangements reported on the ADV include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor.