BMSS Wesson Wealth Solutions, LLC has submitted a 13F Notice, detailing changes in its investment portfolio as of September 30, 2026. This filing is crucial as it reflects the company's strategic adjustments in managing client assets and responding to market trends.

Background

BMSS Wesson Wealth Solutions, LLC is a wealth management firm based in Birmingham, Alabama. The company is registered under the Central Index Key (CIK) 0001905417. It specializes in providing investment management services. The firm has filed several forms with the SEC, including recent filings on November 4, 2026, and August 27, 2026.

What the Filing Says

The recent filing, accession number 0001905417-26-000008, indicates that BMSS Wesson Wealth Solutions is actively managing its investment strategies. The filing is categorized as a 13F Notice, which typically informs the SEC about institutional investment managers' holdings.

Impact

This filing may affect various stakeholders, including clients who rely on BMSS Wesson Wealth Solutions for investment management. Additionally, it highlights the competitive landscape in the wealth management industry, particularly with the mention of EverSource Wealth Advisors, LLC, which is also involved in similar investment activities.

What's Next

The filing does not say what happens next.

Filing Details

The 13F Notice filed by BMSS Wesson Wealth Solutions, LLC is categorized under the SEC Act of 1934 and is associated with SEC file number 028-21596. The filing was accepted on November 4, 2026, and pertains to the reporting period ending on September 30, 2026.

Company Information

BMSS Wesson Wealth Solutions, LLC is incorporated in Alabama and operates from its business address at 3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243. The firm is led by Chief Compliance Officer Mark A. Wesson, who has provided his contact number as (205) 982-5562.

Other Managers

The filing also references another investment management firm, EverSource Wealth Advisors, LLC, which has its own SEC file number 028-21626. This indicates a competitive environment where multiple firms are managing similar investment portfolios.

Signature and Compliance

The document is signed by Mark A. Wesson, affirming the accuracy of the information provided. This signature is a critical component of compliance with SEC regulations, ensuring that the filing meets legal standards.