# BMSS Wesson Wealth Solutions

> BMSS Wesson Wealth Solutions is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 282792
- Filed as: BMSS WESSON WEALTH SOLUTIONS
- Legal name: BMSS Wesson Wealth Solutions, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282792
- AdvisorCensus page: https://advisorcensus.com/firm/bmss-wesson-wealth-solutions-birmingham-al-282792

## Quick answers

**How is BMSS Wesson Wealth Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), BMSS Wesson Wealth Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is BMSS Wesson Wealth Solutions located?**
BMSS Wesson Wealth Solutions' principal office is in Birmingham, AL, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is BMSS Wesson Wealth Solutions registered with the SEC or a state?**
BMSS Wesson Wealth Solutions is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 282792.

**How much does BMSS Wesson Wealth Solutions manage?**
BMSS Wesson Wealth Solutions reports $703,950,154 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (97% discretionary).

**How have BMSS Wesson Wealth Solutions' assets and staff changed since 2021?**
In the Form ADV data for BMSS Wesson Wealth Solutions: Regulatory assets under management: $188,852,990 in the October 2021 data and $703,950,154 in the October 2026 data, up 273%. Total employees: 5 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BMSS Wesson Wealth Solutions serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (184); individuals (other than high net worth individuals) (76); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does BMSS Wesson Wealth Solutions use?**
BMSS Wesson Wealth Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does BMSS Wesson Wealth Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282792

**Does BMSS Wesson Wealth Solutions state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "The minimum Account Asset Value for establishing an account with BWWS is $250,000, but at its sole discretion, BWWS may lower this minimum for individual clients."

**What changed in BMSS Wesson Wealth Solutions' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $577,106,486 to $703,950,154 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The minimum Account Asset Value for establishing an account with BWWS is $250,000, but at its sole discretion, BWWS may lower this minimum for individual clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $703,950,154
- Discretionary: $685,955,920
- Non-discretionary: $17,994,234

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $72,634,235 |
| High net worth individuals | 184 | $624,209,265 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $3,700,966 |
| Charitable organizations | 1 | $1,112,593 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 2 | $2,293,095 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, MD, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Birmingham, AL
- Gadsden, AL
- Huntsville, AL
- Ridgeland, MS

### Websites listed on Form ADV (Item 1.I)
- bmsswesson.com
- LinkedIn @bmss-wesson-wealth-solutions

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $188,852,990 | 5 | July 7, 2021 |
| October 2022 | $278,778,037 | 6 | March 15, 2022 |
| October 2023 | $405,314,840 | 9 | March 13, 2023 |
| October 2024 | $493,479,298 | 7 | March 13, 2024 |
| October 2025 | $577,106,486 | 11 | July 29, 2025 |
| October 2026 | $703,950,154 | 11 | March 20, 2026 |

Regulatory assets under management: $188,852,990 in the October 2021 data and $703,950,154 in the October 2026 data, up 273%.
Total employees: 5 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $577,106,486 to $703,950,154 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BMSS Wesson Wealth Solutions (CRD 282792): Form ADV filing data as of October 2026.