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| Bankplus Wealth Management LLC
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|---|---|
| CRD # | 152588 |
| SEC # | 801-121567 |
| CIK # | 0002051117 |
| AUM | 263.8 M (2026-04-10) |
| Employees | 19 (74% Investors, 5% Brokers) |
| Phone | 601-607-4290 |
| Address | 1200 Eastover Drive Jackson, MS 39211 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002051117 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| J P Morgan Chase & Co | 3.5 | ||
| Microsoft Corp | 3.1 | ||
| Global MOFY Metaverse Ltd | 3.0 | ||
| Alphabet Inc | 1.9 | ||
| Lam Research Corp | 1.6 | ||
| Amazon Com Inc | 1.6 | ||
| Nvidia Corp | 1.5 | ||
| Lilly Eli & Co | 1.5 | ||
| Visa Inc | 1.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 582 | 125.7 |
| (b) Individuals (high net worth individuals) | 51 | 131.9 |
| (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 | 3 | 1.8 |
| (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 | 9 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 944 | 263.8 |
| By Discretionary | ||
| Discretionary | 944 | 263.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 944 | 263.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.8 | |
| Total | 944 | 263.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002051117] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
CW O'Conner Wealth Advisors Inc
✚
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GA | 264.6 M |
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BNB Wealth Management LLC
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MD | 264.6 M |
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Imperium Wealth Management LLC
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TX | 264.6 M |
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ROI Financial Advisors LLC
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OR | 264.2 M |
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Optimus Capital Advisors LLC
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TX | 264.1 M |
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Binnacle Investments Inc
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IA | 264.1 M |
|
ARKA Capital AM Ltd
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263.8 M | |
|
Premier Private Wealth LLC
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TN | 263.5 M |
|
CQ Wealth Advisors Inc
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|
CA | 263.3 M |
|
Gallagher Capital Advisors LLC
✚
|
263.1 M |