Bmss Wesson Wealth Solutions

Overview

Bmss Wesson Wealth Solutions is an SEC registered investment adviser based in Birmingham, AL, registered since 2017. It reports $704M in assets under management across 1,183 accounts, with 11 employees. It has 10 investment adviser representatives.

Reported AUM

$704M

Discretionary

97%

Accounts

1,183

Average account

$595K

Employees

11

Advisory reps

10

Registered since

2017

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Mark Alan Wesson Chief Executive Officer, Chief Compliance Officer CRD 2870801

Advisory reps 3 of 10

• Kaylan Blake Adams Investment Adviser Rep CRD 8173671
• Jonathan Luke Brooks Investment Adviser Rep CRD 6641341
• Matthew Thomas Heard Investment Adviser Rep CRD 8050118

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3500 Colonnade Pkwy Ste 150
Birmingham, AL 35243

County

Jefferson

Metro area

Birmingham-Hoover, AL

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: bmsswesson.com

Every state, with registration dates

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