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BMSS WESSON WEALTH SOLUTIONS

BIRMINGHAM, AL · CRD 282792 · IAPD ↗ · 205-982-5555

$704.0MRegulatory AUM
6Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2025 — BMSS WESSON WEALTH SOLUTIONS notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2025 — BMSS WESSON WEALTH SOLUTIONS notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2025 — BMSS WESSON WEALTH SOLUTIONS added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — BMSS WESSON WEALTH SOLUTIONS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — BMSS WESSON WEALTH SOLUTIONS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — BMSS WESSON WEALTH SOLUTIONS crossed $500M in regulatory AUM ($493.5M -> $577.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
November 2024 — BMSS WESSON WEALTH SOLUTIONS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — BMSS WESSON WEALTH SOLUTIONS added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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