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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-12-2016
- Office Locations
- 4
Office Locations
About Bmss Wesson Wealth Solutions
BMSS Wesson Wealth Solutions is a Birmingham-area advisory team serving Alabama clients for 30+ years, focused on simplifying complex finances through organization, comprehensive financial & life planning, and ongoing investment advisory. Portfolios commonly use ETFs and public funds and are supported by a structured engage–design–implement process with close monitoring. Custody relationships include Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between July 29, 2025 and March 20, 2026, reported AUM increased 22.0%, from $577.1M to $704.0M.
Across 5 reported observations, AUM increased 152.5% between March 15, 2022 and March 20, 2026, from $278.8M to $704.0M.
Of the latest reported AUM, 97.4% is discretionary and 2.6% is non-discretionary.
The firm reports 6 advisory representatives and 265 clients, or 44.2 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 4 reported office locations and 10 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
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- Technology
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Owner & Executives
MARK ALAN WESSON
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, Manager
- CRD
- #2870801
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Kaylan Blake Adams
--
- CRD
- #8173671
Jonathan Luke Brooks
Private Wealth Advisor
- CRD
- #6641341
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $685,955,920 | $607,578 |
| Non-Discretionary | $17,994,234 | $333,227 |
| Total | $703,950,154 | $595,055 |
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Separately Managed Accounts
SMA allocation detail is available
Bmss Wesson Wealth Solutions has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.