BMSS WESSON WEALTH SOLUTIONS
BMSS WESSON WEALTH SOLUTIONS, LLC Legal Name
Adviser information for BMSS WESSON WEALTH SOLUTIONS last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Alabama, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 832 | $482.2M |
| Non-Discretionary | 27 | $11.3M |
| Total | 859 | $493.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 63 | $43.3M |
| HNW Individuals | 133 | $444.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.0M |
| Charitable organizations | <5 | $1.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118944 |
|---|---|
| SEC ERA File Number | 801-118944 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282792 |
| Legal Entity Identifier | None |
Principal Office
3500 COLONNADE PARKWAYSUITE 150
BIRMINGHAM
AL
United States
Monday - Friday, 8:00 AM TO 5:00 PM (CST)
Tel: 205-982-5555, Fax: 205-982-5562
Chief Compliance Officer
MARK A. WESSON
CHIEF EXECUTIVE OFFICER
3500 COLONNADE PARKWAY
SUITE 150
BIRMINGHAM
AL
United States
Tel:
205-982-5562
Fax:
205-982-5562
M******@*************M
(Full email address available in API data)
Regulatory Contact
GLENN G. WADDELL
3500 COLONNADE PARKWAY
SUITE 150
BIRMINGHAM
AL
United States
Tel:
205-982-5506
G*******@***************M
(Full email address available in API data)
Industry Affiliates
| BMSS CPAS & BUSINESS ADVISORS | Accountant or accounting firm |
| BRIAN SCOTT GARRISON | Accountant or accounting firm |
| DONALD W. MURPHY, JR. | Accountant or accounting firm |
| EVERSOURCE WEALTH ADVISORS, LLC | Other investment adviser, including financial planners |
| JOHN P. SHANK | Accountant or accounting firm |
| JONATHAN HALL | Accountant or accounting firm |
| MICHAEL TODD HINDSMAN | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Shank, John, Paul | Individual | BMSS, LLC | MEMBER OF MANAGING COMMITTEE | 01/2013 | |
| BMSS, LLC | Domestic Entity | – | MEMBER; MANAGER | 01/2016 | > 75% |
| WESSON, MARK, ALAN | Individual | – | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 01/2016 | < 5% |
| Murphy, Donald, Wayne | Individual | BMSS, LLC | MEMBER OF MANAGING COMMITTEE | 01/2013 | |
| Hindsman, Michael, Todd | Individual | BMSS, LLC | MEMBER OF MANAGING COMMITTEE | 07/2018 | |
| Garrison, Brian, Scott | Individual | BMSS, LLC | MEMBER OF MANAGING COMMITTEE | 01/2019 | |
| HALL, JONATHAN, NATHANIEL | Individual | BMSS, LLC | MEMBER OF MANAGING COMMITTEE | 01/2022 |