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| Happy Holidays!! thanks for using AUM13F!! |
| Bankplus Wealth Management LLC
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| CRD # | 152588 |
| SEC # | 801-121567 |
| CIK # | 0002051117 |
| AUM | $186.1 M (2025-07-09) |
| Employees | 19 (68% Investors, 11% Brokers) |
| Phone | 601-607-4290 |
| Address | 1200 Eastover Drive Jackson, MS 39211 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.8 | ||
| Microsoft Corp | 3.7 | ||
| Procter & Gamble Co | 1.5 | ||
| Nvidia Corp | 1.4 | ||
| VISA Inc | 1.2 | ||
| Global MOFY Metaverse Ltd | 1.1 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Gallagher Arthur J & Co | 1.0 | ||
| Abbott Laboratories | 1.0 | ||
| Progressive Corp/Oh/ | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458 | 103.9 |
| (b) Individuals (high net worth individuals) | 34 | 75.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 698 | 186.1 |
| By Discretionary | ||
| Discretionary | 698 | 186.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 698 | 186.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.1 | |
| Total | 698 | 186.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002051117] |
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|---|---|---|
|
Dominguez Wealth Management Solutions Inc
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VA | 0.2 |
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Pursuit Wealth Managment LLC
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Bersot Capital Management LLC
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DMC Group LLC
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AL | 0.2 |
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Centricity Wealth Management LLC
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|
Brentview Investment Management LLC
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IL | 0.2 |
|
Runde & Co LLC
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|
WA | 0.2 |
|
Ring Mountain Capital LLC
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|
CA | 0.2 |
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Kestrel Investment Management Corp
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|
CA | 0.2 |