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BANKPLUS WEALTH ADVISORS

JACKSON, MS · CRD 152588 · IAPD ↗ · bankplus.net · 601-607-4290

$263.8MRegulatory AUM
14Advisory reps
19Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — BANKPLUS WEALTH ADVISORS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2026 — BANKPLUS WEALTH ADVISORS reported RAUM up 42% ($186.1M -> $263.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
March 2025 — BANKPLUS WEALTH ADVISORS added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
May 2024 — BANKPLUS WEALTH ADVISORS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — BANKPLUS WEALTH ADVISORS reported RAUM up 32% ($113.7M -> $150.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — BANKPLUS WEALTH ADVISORS now reports custody of client assets ($43.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.