Allocator Index · CRD 282792

BMSS WESSON WEALTH SOLUTIONS

Birmingham, AL · 205-982-5555 · linkedin.com/company/bmss-wesson-wealth-solutions

SEC IAPD record ↗

Fit score

54

aum $250M-$3.0B+22
hnw>=75+16
hnw_majority+8
employees 3-60+8

HNW clients

184

Other individuals

76

HNW assets

$624.2M

Total AUM

$704.0M

Employees

11

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.