BMSS WESSON WEALTH SOLUTIONS
Latest filing: May 01, 2025 (76 days ago)
AUM
$577,106,486
17% change vs. 1 year ago
107% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
11
57% change vs. 1 year ago
83% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BIRMINGHAM, AL
3500 COLONNADE PARKWAY, BIRMINGHAM, AL, UNITED STATES, 35243
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.0 |
| Total | $0.6 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 74 | $0.1 |
| Average Individual AUM | $772,901 | |
| HNW | 152 | $0.5 |
| Average HNW AUM | $3,376,112 | |
| Retail Total | 226 | $0.6 |
| Average Retail AUM | $2,523,733 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.4 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.6 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 41% | $0.2 |
| Equity Non-Exch | 3% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 26% | $0.2 |
| Other Pools | 1% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 19% | $0.1 |
| Total | 99% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS, LLC | $4.0 | 286340 | |
| BMSS, LLC | $0.0 | accountancy | - |
| JONATHAN HALL | $0.0 | accountancy | - |
| BRIAN SCOTT GARRISON | $0.0 | accountancy | - |
| MICHAEL TODD HINDSMAN | $0.0 | accountancy | - |
| JOHN P. SHANK | $0.0 | accountancy | - |
| DONALD W. MURPHY, JR. | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| SHANK, JOHN, PAUL | MEMBER OF MANAGING COMMITTEE |
| WESSON, MARK, ALAN | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER |
| MURPHY, DONALD, WAYNE | MEMBER OF MANAGING COMMITTEE |
| HINDSMAN, MICHAEL, TODD | MEMBER OF MANAGING COMMITTEE |
| GARRISON, BRIAN, SCOTT | MEMBER OF MANAGING COMMITTEE |
| HALL, JONATHAN, NATHANIEL | MEMBER OF MANAGING COMMITTEE |
ADVDB.CO • SOURCE: SEC
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MARK WESSON | BIRMINGHAM | AL | S63|1997-05-23 | CERTIFIED FINANCIAL PLANNER | |||||
| RHONDA HITCHCOCK | BIRMINGHAM | AL | S65|2020-11-10 | ||||||
| ABIGAIL WADDELL | BIRMINGHAM | AL | CERTIFIED FINANCIAL PLANNER | ||||||
| FELIX TANKERSLEY | BIRMINGHAM | AL | S63|2003-06-03|S65|1999-10-19|S66|2015-03-02 | CERTIFIED FINANCIAL PLANNER | |||||
| BRADLEY MOORE | BIRMINGHAM | AL | S65|2022-10-27 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.6 | $0.0 | 0% | 11 | 0 | 0% |
| 2025-04-21 | $0.6 | $0.0 | 0% | 11 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.1 | 17% | 7 | 4 | 57% |
| 2023-04-04 | $0.4 | $0.2 | 42% | 9 | 2 | 22% |
| 2022-04-01 | $0.3 | $0.3 | 107% | 6 | 5 | 83% |
| 2021-04-05 | $0.2 | $0.4 | 206% | 5 | 6 | 120% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| AL, AL-06/19/2020, FL-08/11/2020, GA-07/07/2021, LA-10/29/2024, MD-05/01/2025, TX-03/07/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV