Bankplus Wealth Management, LLC
● SEC registered since 2021CRD 152588SEC# 801-121567Jackson, MS
Reg. AUM
$263.8M
Employees
19
Accounts
944
Location
Jackson, MS
Bankplus Wealth Management, LLC assets under management
Bankplus Wealth Management, LLC is an SEC-registered investment adviser based in Jackson, MS. The firm has been registered since 2021. It reports $263.8 million in regulatory assets under management and employs 19 people.
Bankplus Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bankplus Control | Member | Over 75% | 2014 |
| James Sanford Clark Control | Senior Vice President | Under 5% | 2019 |
| Jeffrey Scott Lohmeier | Senior Vice President | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Bankplus Wealth Management, LLC manage?
Bankplus Wealth Management, LLC reports $263.8 million in regulatory assets under management on its Form ADV.
How many employees does Bankplus Wealth Management, LLC have?
Bankplus Wealth Management, LLC reports 19 employees.
Where is Bankplus Wealth Management, LLC located?
Bankplus Wealth Management, LLC is based in Jackson, MS and has been SEC-registered since 2021.
Does Bankplus Wealth Management, LLC disclose fund performance?
Bankplus Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Eastover Drive, Suite 300, Jackson, MS 39211 |
| Phone | 601-607-4290 |
| Fax | 601-607-4320 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2051117 |
| Discloses disciplinary history | No |
Regulatory AUM
$263.8M▲ 42%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$263.8Mregulatory AUM
Discretionary $263.8M