Bmss Wesson Wealth Solutions, Llc
- Regulatory AUM
- $704M
- Discretionary
- $686M
- Clients
- 265
- Avg AUM / client
- $2.7M
- Accounts
- 1,183
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 76 | $72.6M | 10.3% |
| High net worth individuals | 184 | $624M | 88.7% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pension and profit sharing plans | 2 | $3.7M | 0.53% |
| Charitable organizations | 1 | $1.1M | 0.16% |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | 2 | $2.3M | 0.33% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Murphy, Donald, Wayne | Member Of Managing Committee | Jan 2013 (14y) | GP / trustee / elected manager of Bmss, Llc (indirect) | |
| Shank, John, Paul | Member Of Managing Committee | Jan 2013 (14y) | GP / trustee / elected manager of Bmss, Llc (indirect) | |
| Mark Alan Wesson | Chief Executive Officer And Chief Compliance Officer | CFP | Jan 2016 (11y) | Less than 5% |
| Hindsman, Michael, Todd | Member Of Managing Committee | Jul 2018 (8y) | GP / trustee / elected manager of Bmss, Llc (indirect) | |
| Garrison, Brian, Scott | Member Of Managing Committee | Jan 2019 (8y) | GP / trustee / elected manager of Bmss, Llc (indirect) | |
| Hall, Jonathan, Nathaniel | Member Of Managing Committee | Jan 2022 (5y) | GP / trustee / elected manager of Bmss, Llc (indirect) | |
| Felix Marcus Tankersley | Registered representative | CFP | Aug 2018 (8y) | |
| Jonathan Luke Brooks | Registered representative | CFP Chartered Financial Consultant | Nov 2024 (2y) | |
| David Andrew Hinshaw | Registered representative | CFP | Feb 2025 (1y) | |
| Matthew Thomas Heard | Registered representative | Mar 2025 (1y) | ||
| John David Imbusch | Registered representative | Apr 2025 (1y) | ||
| Abigail Waddell | Registered representative | CFP | May 2025 (1y) | |
| Dudley Lee Simms | Registered representative | CFP CFA | Jul 2025 (1y) | |
| Perrin Mark Jones | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bmss, Llc | Member; Manager | Jan 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $528M (75% of AUM) Mar 2026
- Fidelity Brokerage Services $118M (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗