BANKPLUS WEALTH MANAGEMENT, LLC
Legal name: BANKPLUS WEALTH ADVISORS
CRD #152588 SEC #801-121567 JACKSON, MS 601-607-4290
SEC Registered
Total AUM
$186.1M
Discretionary
$186.1M
Employees
19
Clients
--
Accounts
698
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $186.1M | $186.1M | $0 | 19 | 0 |
| Jun 2025 | $186.1M | $186.1M | $0 | 19 | 0 |
| Feb 2025 | $186.1M | $186.1M | $0 | 19 | 0 |
| Feb 2025 | $186.1M | $186.1M | $0 | 19 | 0 |
| Nov 2024 | $150.5M | $150.5M | $0 | 18 | 0 |
| Nov 2024 | $150.5M | $150.5M | $0 | 18 | 0 |
| Jun 2024 | $150.5M | $150.5M | $0 | 18 | 0 |
| Apr 2024 | $150.5M | $150.5M | $0 | 18 | 0 |
| Apr 2024 | $150.5M | $150.5M | $0 | 18 | 0 |
| Apr 2024 | $150.5M | $150.5M | $0 | 18 | 0 |
| Mar 2024 | $150.5M | $150.5M | $0 | 18 | 0 |
| Nov 2023 | $113.7M | $113.7M | $0 | 18 | 0 |
| Sep 2023 | $113.7M | $113.7M | $0 | 18 | 0 |
| May 2023 | $113.7M | $113.7M | $0 | 18 | 0 |
| Mar 2023 | $113.7M | $113.7M | $0 | 17 | 0 |
| May 2022 | $117.4M | $117.4M | $0 | 14 | 0 |
| Mar 2022 | $117.4M | $117.4M | $0 | 14 | 0 |
| Feb 2022 | $100.7M | $100.7M | $0 | 15 | 0 |
| Oct 2021 | $100.7M | $100.7M | $0 | 15 | 0 |
| Sep 2021 | $100.7M | $100.7M | $0 | 15 | 0 |
| Jul 2021 | $100.7M | $100.7M | $0 | 15 | 0 |
| Jun 2021 | $100.7M | $100.7M | $0 | 14 | 0 |
| May 2021 | $100.7M | $100.7M | $0 | 14 | 0 |
| May 2020 | $21M | $21M | $0 | 8 | 0 |
| Mar 2020 | $36.2M | $36.2M | $0 | 8 | 0 |
| Mar 2020 | $36.2M | $36.2M | $0 | 8 | 0 |
| Aug 2019 | $130.3M | $130.3M | $0 | 5 | 113 |
| Mar 2019 | $130.3M | $130.3M | $0 | 4 | 113 |
| Mar 2018 | $139.2M | $139.2M | $0 | 3 | 0 |
| May 2017 | $125.7M | $125.7M | $0 | 2 | 26 |
| Mar 2017 | $125.7M | $125.7M | $0 | 2 | 26 |
| Mar 2016 | $119.8M | $119.8M | $0 | 2 | 26 |
| Jan 2015 | $125M | $125M | $0 | 2 | 26 |
| Jun 2014 | $149.9M | $149.9M | $0 | 3 | 26 |
| Apr 2014 | $145.7M | $145.7M | $0 | 3 | 26 |
| Mar 2014 | $140.5M | $140.5M | $0 | 4 | 26 |
| Mar 2013 | $119.6M | $119.6M | $0 | 4 | 26 |
| Feb 2012 | $106.2M | $106.2M | $0 | 1 | 26 |
| Mar 2011 | $103.8M | $103.8M | $0 | 5 | -- |
| Feb 2011 | $103.8M | $103.8M | $0 | 5 | -- |
| Nov 2010 | $48.8M | $48.8M | $0 | 5 | -- |
| Apr 2010 | $48.8M | $48.8M | $0 | 5 | -- |
DateJul 2025
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees19
Clients0
DateJun 2025
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees19
Clients0
DateFeb 2025
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees19
Clients0
DateFeb 2025
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees19
Clients0
DateNov 2024
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees18
Clients0
DateNov 2024
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees18
Clients0
DateJun 2024
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees18
Clients0
DateApr 2024
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees18
Clients0
DateApr 2024
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees18
Clients0
DateApr 2024
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees18
Clients0
DateMar 2024
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees18
Clients0
DateNov 2023
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees18
Clients0
DateSep 2023
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees18
Clients0
DateMay 2023
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees17
Clients0
DateMay 2022
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees14
Clients0
DateFeb 2022
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees15
Clients0
DateOct 2021
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees15
Clients0
DateSep 2021
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees15
Clients0
DateJul 2021
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees15
Clients0
DateJun 2021
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees14
Clients0
DateMay 2021
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees14
Clients0
DateMay 2020
Total AUM$21M
Discretionary$21M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$36.2M
Discretionary$36.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$36.2M
Discretionary$36.2M
Non-Disc.$0
Employees8
Clients0
DateAug 2019
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees5
Clients113
DateMar 2019
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees4
Clients113
DateMar 2018
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees2
Clients26
DateMar 2017
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$119.8M
Discretionary$119.8M
Non-Disc.$0
Employees2
Clients26
DateJan 2015
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees2
Clients26
DateJun 2014
Total AUM$149.9M
Discretionary$149.9M
Non-Disc.$0
Employees3
Clients26
DateApr 2014
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees4
Clients26
DateFeb 2012
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$48.8M
Discretionary$48.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$48.8M
Discretionary$48.8M
Non-Disc.$0
Employees5
Clients--