BMSS WESSON WEALTH SOLUTIONS, LLC
Legal name: BMSS WESSON WEALTH SOLUTIONS
CRD #282792 SEC #801-118944 BIRMINGHAM, AL 205-982-5555
SEC Registered
Total AUM
$577.1M
Discretionary
$566.3M
Employees
11
Clients
251
Accounts
990
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $577.1M | $566.3M | $10.8M | 11 | 0 |
| May 2025 | $577.1M | $566.3M | $10.8M | 11 | 0 |
| Mar 2025 | $577.1M | $566.3M | $10.8M | 11 | 0 |
| Oct 2024 | $493.5M | $482.2M | $11.3M | 7 | 0 |
| Mar 2024 | $493.5M | $482.2M | $11.3M | 7 | 0 |
| Mar 2023 | $405.3M | $396M | $9.3M | 9 | 1 |
| Mar 2022 | $278.8M | $273.6M | $5.2M | 6 | 1 |
| Mar 2022 | $278.8M | $273.6M | $5.2M | 6 | 1 |
| Jan 2022 | $188.9M | $186.7M | $2.2M | 5 | 1 |
| Jul 2021 | $188.9M | $186.7M | $2.2M | 5 | 1 |
| Mar 2021 | $188.9M | $186.7M | $2.2M | 5 | 1 |
| Aug 2020 | $139.3M | $138.9M | $363.1K | 5 | 0 |
| Jun 2020 | $139.3M | $138.9M | $363.1K | 5 | 0 |
| May 2020 | $139.3M | $138.9M | $363.1K | 5 | 0 |
DateJul 2025
Total AUM$577.1M
Discretionary$566.3M
Non-Disc.$10.8M
Employees11
Clients0
DateMay 2025
Total AUM$577.1M
Discretionary$566.3M
Non-Disc.$10.8M
Employees11
Clients0
DateMar 2025
Total AUM$577.1M
Discretionary$566.3M
Non-Disc.$10.8M
Employees11
Clients0
DateOct 2024
Total AUM$493.5M
Discretionary$482.2M
Non-Disc.$11.3M
Employees7
Clients0
DateMar 2024
Total AUM$493.5M
Discretionary$482.2M
Non-Disc.$11.3M
Employees7
Clients0
DateMar 2023
Total AUM$405.3M
Discretionary$396M
Non-Disc.$9.3M
Employees9
Clients1
DateMar 2022
Total AUM$278.8M
Discretionary$273.6M
Non-Disc.$5.2M
Employees6
Clients1
DateMar 2022
Total AUM$278.8M
Discretionary$273.6M
Non-Disc.$5.2M
Employees6
Clients1
DateJan 2022
Total AUM$188.9M
Discretionary$186.7M
Non-Disc.$2.2M
Employees5
Clients1
DateJul 2021
Total AUM$188.9M
Discretionary$186.7M
Non-Disc.$2.2M
Employees5
Clients1
DateMar 2021
Total AUM$188.9M
Discretionary$186.7M
Non-Disc.$2.2M
Employees5
Clients1
DateAug 2020
Total AUM$139.3M
Discretionary$138.9M
Non-Disc.$363.1K
Employees5
Clients0
DateJun 2020
Total AUM$139.3M
Discretionary$138.9M
Non-Disc.$363.1K
Employees5
Clients0
DateMay 2020
Total AUM$139.3M
Discretionary$138.9M
Non-Disc.$363.1K
Employees5
Clients0