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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Mississippi
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 9, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLARK, JAMES, SANFORD | I | SENIOR VICE PRESIDENT | NA | Control |
| CLELAND, CHARLES, DAVID | I | PRESIDENT | NA | Control |
| CLELAND, CHARLES, DAVID | I | PRESIDENT | NA | Control |
| CLELAND, CHARLES, DAVID | I | PRESIDENT | NA | Control |
| CLELAND, CHARLES, DAVID | I | PRESIDENT | NA | |
| EDWARDS, TONY, DARREN | I | SENIOR VICE PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | SENIOR VICE PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | SENIOR VICE PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | SENIOR VICE PRESIDENT | NA | |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDWARDS, TONY, DARREN | I | PRESIDENT | NA | Control |
| EDWARDS, TONY, DARREN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| LOHMEIER, JEFFREY, SCOTT | I | SENIOR VICE PRESIDENT | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARTIN, MARY, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| OTT, JULIA, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| OTT, JULIA, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| OTT, JULIA, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| OTT, JULIA, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| OTT, JULIA, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| OTT, JULIA, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| OTT, JULIA, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| OTT, JULIA, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| OTT, JULIA, M | I | VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| OTT, JULIA, M | I | FIRST VICE PRESIDENT | NA | |
| WATSON, FORBES, LEWIS | I | SENIOR VICE PRESIDENT | NA | |
| WATSON, FORBES, LEWIS | I | SENIOR VICE PRESIDENT | NA | |
| WATSON, FORBES, LEWIS | I | SENIOR VICE PRESIDENT | NA | |
| WATSON, FORBES, LEWIS | I | SENIOR VICE PRESIDENT | NA | |
| WATSON, FORBES, LEWIS | I | SENIOR VICE PRESIDENT | NA | |
| WATSON, FORBES, LEWIS | I | SENIOR VICE PRESIDENT | NA | |
| WATSON, FORBES, LEWIS | I | SENIOR VICE PRESIDENT | NA | |
| WATSON, FORBES, LEWIS | I | SENIOR VICE PRESIDENT | NA | |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BANKPLUS | DE | MEMBER | E | Control |
| BERTAUT, JOHN, WILLIAM | I | MEMBER | C | Control |
| BERTAUT, JOHN, WILLIAM | I | MEMBER | C | Control |
| BERTAUT, JOHN, WILLIAM | I | MEMBER | C | Control |
| BERTAUT, JOHN, WILLIAM | I | MEMBER | C | Control |
| BERTAUT, JOHN, WILLIAM | I | MEMBER | C | Control |
| BERTAUT, JOHN, WILLIAM | I | MEMBER | C | Control |
| BERTAUT, JOHN, WILLIAM | I | MEMBER | C | Control |
| BERTAUT, JOHN, WILLIAM | I | MEMBER | C | Control |
| CARRICO, CHRISTIAN, OWEN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| CARRICO, CHRISTIAN, OWEN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| CARRICO, CHRISTIAN, OWEN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| CARRICO, CHRISTIAN, OWEN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| CARRICO, CHRISTIAN, OWEN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WATSON, FORBES, LEWIS | I | MEMBER | C | Control |
| WATSON, FORBES, LEWIS | I | MEMBER | C | Control |
| WATSON, FORBES, LEWIS | I | MEMBER | C | Control |
| WATSON, FORBES, LEWIS | I | MEMBER | C | Control |
| WATSON, FORBES, LEWIS | I | MEMBER | C | Control |
| WATSON, FORBES, LEWIS | I | MEMBER | C | Control |
| WATSON, FORBES, LEWIS | I | MEMBER | C | Control |
| WATSON, FORBES, LEWIS | I | MEMBER | C | Control |
| WHITNEY, WILLIAM, ANTHONY | I | MEMBER | C | Control |
| WHITNEY, WILLIAM, ANTHONY | I | MEMBER | C | Control |
| WHITNEY, WILLIAM, ANTHONY | I | MEMBER | C | Control |
| WHITNEY, WILLIAM, ANTHONY | I | MEMBER | C | Control |
| WHITNEY, WILLIAM, ANTHONY | I | MEMBER | C | Control |
| WHITNEY, WILLIAM, ANTHONY | I | MEMBER | C | Control |
| WHITNEY, WILLIAM, ANTHONY | I | MEMBER | C | Control |
| WHITNEY, WILLIAM, ANTHONY | I | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
| BANCPLUS CORPORATION | DE | BANKPLUS | E | Control |
Registrations
Federal
IA
Jul 9, 2025 REGISTERED
Notice Filings (9)
AL AR FL GA IL LA MS TN TX
Address
1200 EASTOVER DRIVESUITE 300
JACKSON, MS 39211
United States
Phone: 601-607-4290