BANKPLUS WEALTH MANAGEMENT, LLC
Doing business as BANKPLUS WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$263,759,468
Discretionary
$263,759,468
Non-discretionary
$0
Firm details
- CRD number
- 152588
- SEC file number
- 801-121567
- Main office
- JACKSON, MS, United States
- Employees
- 19
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.