SEC Form ADV · CIK 2051117

BANKPLUS WEALTH ADVISORS

Registered Investment AdviserMS
$263.8M
Assets Under Management
944
Total Clients
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Registration Details

CIK
2051117
Accession
CRD-152588
Location
JACKSON, MS
Filing Date
April 10, 2026
AUM
$263.8M
Total Clients
944
Amendment
No

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.