BANKPLUS WEALTH ADVISORS

Registration Details

CIK

2051117

Accession

crd-152588

Location

JACKSON, MS

Filing Date

September 30, 2026

AUM

$263.8M

Institutional Clients

3

Employees

19

Amendment

No

SEC EDGAR

View original filing →

Client Types

About this Adviser

BANKPLUS WEALTH ADVISORS is a registered investment adviser headquartered in JACKSON, MS, managing approximately $263.8M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.