Bmss Wesson Wealth Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 20, 2026, reports $704M in regulatory assets under management, 11 employees, 6 offices, and 1,183 accounts.
Assets Under Management
$704M
Employees
11
Offices
6 offices
Total Clients
265
Primary office
BIRMINGHAM, AL
3500 COLONNADE PARKWAY, SUITE 150, BIRMINGHAM, AL, United States
Top client segmentHNWI represent 69.4% of total clients.
Top client categories% of clientsClients
1
HNWI
69.4%
184
2
Individuals
28.7%
76
3
Pension Plans
0.8%
2
4
Corporations
0.8%
2
5
Charitable
0.4%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$704Mas of March 20, 2026
Discretionary97.4%
$686M
97% of total RAUM97.4%
Non-discretionary2.6%
$18M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$704M
Total Accounts1,183
10Y AUM Change+$565M (+405.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee24:1
10Y Employee Change+6 (+120.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.