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Bmss Wesson Wealth Solutions

Bmss Wesson Wealth Solutions. CRD 282792

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CRD: 282792

Bmss Wesson Wealth Solutions

Birmingham, AL, 35243
2059825555
bmsswesson.com
$704.0M Total AUM
$686.0M Disc. AUM
20.2% 3Y CAGR
11 Employees
265 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Zenith momentumFrontier peak
Established Date
04-12-2016
Office Locations
3

Office Locations

3500 Colonnade Parkway Suite 150 Birmingham AL
400 Meridian Street Huntsville AL
-- California MD

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.

Team overview

49 AVG AGE
$117.3M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
3.2 yrs AVG TENURE
11 Employees
6 Advisory Reps
6 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Eagle eagle Ember Glacier Summit insight Summit Horizon ridge

Client Personas

Pathway

Custodian

North Radial momentum Oak Radial element Value Wave optima Foundation Crest Vertex quantum Insight ridge Eagle Zenith Eagle eagle

Investment Themes

Element Prime Optima Pioneer fusion Delta quantum Zenith horizon

Investment Vehicles

Pathway catalyst

Platform

Value wave Pathway atlas

Services

Matrix Foundation value Value Momentum Signal wave Unison Wave value Fusion peak Pathway Legacy Beacon Quantum summit Foundation

Technology

Timber Frontier

Owner & Executives

MARK ALAN WESSON

MARK ALAN WESSON

Chief Compliance Officer, Chief Executive Officer, Investment Advisor, Manager

CRD
#2870801
Ownership
Less than 5%
(350) 309-3764
fusion.pathway@quantumcapital.com
in linkedin.com/in/value-pioneer

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Contacts

Jonathan Luke Brooks

Jonathan Luke Brooks

Private Wealth Advisor

CRD
#6641341
(462) 955-4734
ember.delta@horizoncapital.com
in linkedin.com/in/value-prime
M

Matthew Thomas Heard

--

CRD
#8050118
(952) 518-1814
oak.beacon@catalystcapital.com
in linkedin.com/in/fusion-alpha
E

Eagle ridge

Wave element

CRD
#32417
(493) 407-5323
harbor.capital@meridiancapital.com
in linkedin.com/in/frontier-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-15-2022
03-13-2023
10-29-2024
07-29-2025
03-20-2026
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

Total SMA Asset: $703,950,154

$704.0M Total SMA
Equity - Exchange:
18.9%
Public Funds:
5.8%
Other:
14.2%
Cash:
19.5%
Equity - OTC:
19.8%
Municipal Bonds:
5.9%
Private Funds:
4.9%
Corporate - Investment Grade:
11.0%
Asset class Assets Assets %
Equity - Exchange $1,595,249,545 18.9%
Public Funds $489,547,479 5.8%
Other $1,198,547,277 14.2%
Cash $1,645,892,387 19.5%
Equity - OTC $1,671,213,809 19.8%
Municipal Bonds $497,987,953 5.9%
Private Funds $413,583,215 4.9%
Corporate - Investment Grade $928,452,117 11.0%
Total $8,440,473,782 100.0%

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