Bmss Wesson Wealth Solutions
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 282792
- SEC number
- 801-118944
- Firm type
- RIA
- Assets under management
- $704.0M as of Mar 20, 2026
- Website
- www.linkedin.com/company/bmss-wesson-wealth-solutions ↗
- Phone
- 205-982-5555
- Address
- 3500 Colonnade Parkway, Birmingham, AL, 35243
Advisors at this firm
8 in our index · page 1 of 1
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Jonathan Luke BrooksCRD 6641341 · Birmingham, ALIA RegisteredRegistration inactive
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Matthew Thomas HeardCRD 8050118 · Birmingham, ALIA Registered
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David Andrew HinshawCRD 7334258 · Huntsville, ALIA Registered
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John David ImbuschCRD 8070021 · Birmingham, ALIA Registered
-
Perrin Mark JonesCRD 7889972 · Birmingham, ALIA RegisteredRegistration inactive
-
Dudley Lee SimmsCRD 3183455 · Birmingham, ALIA Registered
-
Felix Marcus TankersleyCRD 2807435 · Birmingham, ALIA RegisteredRegistration inactive
-
Abigail WaddellCRD 7399951 · California, MDIA Registered
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 282792 ↗
FINRA BrokerCheck record for firm CRD 282792 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.