The BMSS WESSON WEALTH SOLUTIONS is a privately held investment adviser that advises $4.73Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BMSS WESSON WEALTH SOLUTIONS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 2,046.72% over the last 5-years.
The Group has been registered with the SEC for 6.12 years and is comprised of 2 filing and 0 relying advisers. They operate out of 23 office locations with their Headquarters at 3500 COLONNADE PARKWAY SUITE 150, BIRMINGHAM, ALABAMA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 87 employees comprised of 82 investment and 5 non-investment staff. The total number of Employees increased by 295.45% over the last 5-years.
Their $4.73Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 58 other accounts. Assets of High Net Worth Individuals clients own $3.61Bn or 76.38% of Total Assets and Individuals own $924.87mn or 19.56% of Total Assets.
The Group's top investment strategies include Emerging Markets, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $9.35mn in assets.
The Group discloses fixed fees and management fees.
BMSS WESSON WEALTH SOLUTIONS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.