|
⚲
|
| BMSS Wesson Wealth Solutions LLC
✚
| |
|---|---|
| CRD # | 282792 |
| SEC # | 801-118944 |
| CIK # | 0001905417 |
| AUM | $493.5 MM (2024-03-13) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 205-982-5555 |
| Address | 3500 Colonnade Parkway Birmingham, AL 35243 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| AVGO | 201.3 | 0.1 | |
| META | 434.9 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| CCJ | 9.0 | 0.1 | |
| TSLA | 723.4 | 0.1 | |
| PANW | 49.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 43.3 |
| (b) Individuals (high net worth individuals) | 133 | 444.1 |
| (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 | 2 | 3.0 |
| (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 | 2 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 859 | 493.5 |
| By Discretionary | ||
| Discretionary | 832 | 482.2 |
| Non-Discretionary | 27 | 11.3 |
| Total | 859 | 493.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 493.5 | |
| Total | 859 | 493.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001905417] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MinichMacGregor Wealth Management LLC
✚
|
NY | 0.5 |
|
Prevail Innovative Wealth Advisors LLC
✚
|
KS | 0.5 |
|
van Den Berg Management I Inc
✚
|
TX | 0.5 |
|
Colorado Capital Management Inc
✚
|
CO | 0.5 |
|
Hapanowicz & Associates Financial Services Inc
✚
|
PA | 0.5 |
|
Five Oceans Advisors LLC
✚
|
CA | 0.5 |
|
RDA Financial Network Inc
✚
|
IA | 0.5 |
|
Charlesworth & RUGG Inc
✚
|
CA | 0.5 |
|
MTM Financial Group LLC
✚
|
PA | 0.5 |
|
Retirement Wellness Group LLC
✚
|
CA | 0.5 |