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| Happy Holidays!! thanks for using AUM13F!! |
| BMSS Wesson Wealth Solutions LLC
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| CRD # | 282792 |
| SEC # | 801-118944 |
| CIK # | 0001905417 |
| AUM | $577.1 M (2025-07-29) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 205-982-5555 |
| Address | 3500 Colonnade Parkway Birmingham, AL 35243 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001905417 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Palantir Technologies Inc | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Apple Inc | 0.2 | ||
| CrowdStrike Holdings Inc | 0.2 | ||
| Cisco Systems Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Palo Alto Networks Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| United Technologies Corp /DE/ | 0.1 | ||
| Fortinet Inc | 0.1 | ||
| General Dynamics Corp | 0.1 | ||
| Harris Corp /DE/ | 0.1 | ||
| Northrop Grumman Corp /DE/ | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.1 | ||
| KKR & Co LP | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| Zscaler Inc | 0.1 | ||
| Progressive Corp/Oh/ | 0.1 | ||
| Intuit Inc | 0.1 | ||
| Cyberark Software Ltd | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 57.2 |
| (b) Individuals (high net worth individuals) | 152 | 513.2 |
| (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 | 3.7 |
| (h) Charitable organizations | 1 | 1.1 |
| (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 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 990 | 577.1 |
| By Discretionary | ||
| Discretionary | 966 | 566.3 |
| Non-Discretionary | 24 | 10.8 |
| Total | 990 | 577.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 577.1 | |
| Total | 990 | 577.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001905417] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harvest Financial Advisors LLC
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|
OH | 0.6 |
|
Sage Capital Advisors LLC
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SD | 0.6 |
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RDA Financial Network Inc
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IA | 0.6 |
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New Harbor Financial Group LLC
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MA | 0.6 |
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ABG Consultants LLC
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UT | 0.6 |
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TRU Independence Asset Management LLC
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OR | 0.6 |
|
The Jentner Corporation
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|
OH | 0.6 |
|
Hapanowicz & Associates Financial Services Inc
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|
PA | 0.6 |
|
The Retirement Solution LLC
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|
WA | 0.6 |
|
Rockport Wealth LLC
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|
OH | 0.6 |