Bmss Wesson Wealth Solutions
Bmss Wesson Wealth Solutions is an SEC-registered wealth manager in Birmingham, AL with $704.0M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Bmss Wesson Wealth Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282792, SEC 801-118944, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $704.0M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Birmingham, AL
- Employees
- 11
- Clients
- 265
- CRD
- 282792
- Ownership
- Murphy, Donald, Wayne; Shank, John, Paul; King, David, Richey; BMSS, LLC; WESSON, MARK, ALAN
How much AUM does Bmss Wesson Wealth Solutions have?
Bmss Wesson Wealth Solutions reported $704.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Bmss Wesson Wealth Solutions?
Disclosed owners and executives of Bmss Wesson Wealth Solutions include Murphy, Donald, Wayne, Shank, John, Paul, King, David, Richey, BMSS, LLC, WESSON, MARK, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.