BMSS WESSON WEALTH SOLUTIONS

3500 Colonnade Parkway
Suite 150
Birmingham, Alabama 35243
Tel: 205-982-5555

About BMSS WESSON WEALTH SOLUTIONS

BMSS WESSON WEALTH SOLUTIONS, formally registered with the SEC as BMSS WESSON WEALTH SOLUTIONS. The firm was established in 06/19/2020. They have over 6 offices throughout the country.

BMSS WESSON WEALTH SOLUTIONS is a Birmingham, Alabama based Financial Planning firm with nearly $493,479,298 assets under management, offering retirement planning & investment advisory services to 859 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282792
SEC#	801-118944
Assets Managed by Firm	$493,479,298
No. of Clients	859
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	859	$493,479,298
Individuals (other than high net worth individuals)	63	$43,283,726
High net worth individuals	133	$444,082,955
Pension and profit sharing plans	2	$3,006,473
Charitable organizations	1	$1,017,388
Corporations or other businesses	2	$2,088,756

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