Wealth Manager
    SEC Registered
    Manages Private Funds

    Bmss Wesson Wealth Solutions

    Registered investment advisor · Birmingham, Alabama · CRD #282792

    Assets Under Management
    $704M
    Client Accounts
    1,183
    Employees
    11
    CRD Number
    282792
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bmss Wesson Wealth Solutions

    BMSS Wesson Wealth Solutions is a fee-for-service Registered Investment Advisor offering financial planning and investment advisory services, with a focus on privately-held business owners, executives, and high-income professionals. Founded by Mark Wesson, the firm integrates accounting, tax planning, and investment management for comprehensive wealth management. The team also includes experienced advisors like Tank Tankersley and Dudley Simms.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bmss Wesson Wealth Solutions

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    Frequently Asked Questions

    What is Bmss Wesson Wealth Solutions's AUM?

    Bmss Wesson Wealth Solutions reports approximately $704M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bmss Wesson Wealth Solutions headquartered?

    Bmss Wesson Wealth Solutions is headquartered in Birmingham, Alabama.

    What is Bmss Wesson Wealth Solutions's CRD number?

    Bmss Wesson Wealth Solutions's CRD number is 282792. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bmss Wesson Wealth Solutions manage?

    Bmss Wesson Wealth Solutions manages approximately 1,183 client accounts according to its latest SEC filing.

    Is Bmss Wesson Wealth Solutions SEC registered?

    Yes, Bmss Wesson Wealth Solutions is registered with the SEC as an investment adviser with an approved registration status.

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