Bankplus Wealth Advisors

$263.8MAssets under management
as of Sep 2026 · SEC Form ADV
Jackson, MS
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Tech stack

No one at Bankplus Wealth Advisors has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $151M held · filed Nov 2024