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BMSS WESSON WEALTH SOLUTIONS
BIRMINGHAM, AL
205-982-5555
SEC #801-118944Total AUM
$704M
Employees
11Clients
270Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3500 COLONNADE PARKWAY
SUITE 150
BIRMINGHAM
AL 35243
United States
SUITE 150
BIRMINGHAM
AL 35243
United States
Operating Hours
8:00 AM TO 5:00 PM (CST)
Monday - Friday
Monday - Friday
Phone
205-982-5555
Other Offices
6
Financials
Total AUM
$704M
Accounts
1,183Discretionary
$686M
Accounts
1,129Non-Discretionary
$18M
Accounts
54
Clients
Individual Clients
76AUM
$72.6M
HNW Individual Clients
184AUM
$624.2M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
2AUM
$3.7M
Charitable Organization Clients
1AUM
$1.1M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
2AUM
$2.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALFLGALAMDTNTX
Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.