BANKPLUS WEALTH ADVISORS
SEC RegisteredSophisticated financial experience from a team of trusted advisors with local roots who offer objective insight and unrivaled personal service.
About the firm
The Wealth Management Group at BankPlus is built to be a long-term partner to help create, manage and preserve personal wealth. They work with investors and their families over years, even generations, to provide a higher level of service with a disciplined, long-term perspective. The team is independent, objective and committed to always keeping the client's best interests first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Trust and estate administration (living trusts, testamentary trusts, charitable trusts, endowments, foundations, estate administration); investment management; retirement plan consulting and administration (401K via FuturePlus); brokerage, advisory and insurance services; financial and estate planning; and a Digital Advisor platform.
Who they serve
Investors and their families, including those interested in growing and preserving wealth over generations, as well as companies seeking 401K solutions ranging from two to 2,000 employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 582 | $126M |
| High Net Worth Individuals | 51 | $132M |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BANKPLUS WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.