SEC Form ADV · CIK 2051117

BANKPLUS WEALTH ADVISORS

Firm profile: BankPlus Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMS

$263.8M

Assets Under Management

944

Total Clients

Get LP Contact Details

Registration Details

CIK: 2051117
Accession: CRD-152588
Location: JACKSON, MS
Filing Date: April 10, 2026
AUM: $263.8M
Total Clients: 944
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

BANKPLUS WEALTH ADVISORS is a registered investment adviser headquartered in JACKSON, MS, managing approximately $263.8M in assets across 944 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings