BMSS WESSON WEALTH SOLUTIONS, LLC
C38
CRD 282792·SEC 801-118944·BIRMINGHAM, AL
AUM
$704.0M
$500M-$1B
Est. Revenue
$7.0M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $139.3M
'22 · $188.9M
'23 · $278.8M
'25 · $577.1M
'26 · $704.0M
'21'26
$139.3M → $704.0M▲ +405%
Client mix
| Individuals High Net Worth | 184 |
| Individuals Other | 76 |
| Pension Profit Sharing Plans | 2 |
| Corporations | 2 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'21 · 3 advisors
'22 · 4 advisors
'23 · 5 advisors
'25 · 6 advisors
'26 · 6 advisors
'21'26
3 advisors → 6 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2021-01-052021-01-05 · 0001710537-21-000001
2018-01-312018-01-31 · 0001710537-18-000001
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
3500 COLONNADE PKWYSUITE 150BIRMINGHAM, AL 35243
Business
3500 COLONNADE PKWYSUITE 150BIRMINGHAM, AL 35243
Edgar Recent Filings
13F-HR/A2026-05-18 · 0001710537-26-000006
13F-HR2026-05-14 · 0001710537-26-000005