Bankplus Wealth Advisors
Bankplus Wealth Advisors is an SEC-registered mass-market adviser in Jackson, MS with $263.8M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Bankplus Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152588, SEC 801-121567, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $263.8M (2026-04-10)
- Firm type
- Mass-Market Adviser
- Location
- Jackson, MS
- Employees
- 19
- Clients
- 645
- CRD
- 152588
- Ownership
- WHITNEY, WILLIAM, ANTHONY; WATSON, FORBES, LEWIS; OTT, JULIA, M; LOHMEIER, JEFFREY, SCOTT; BANKPLUS
How much AUM does Bankplus Wealth Advisors have?
Bankplus Wealth Advisors reported $263.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns Bankplus Wealth Advisors?
Disclosed owners and executives of Bankplus Wealth Advisors include WHITNEY, WILLIAM, ANTHONY, WATSON, FORBES, LEWIS, OTT, JULIA, M, LOHMEIER, JEFFREY, SCOTT, BANKPLUS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.