# BANKPLUS WEALTH MANAGEMENT, LLC

BANKPLUS WEALTH MANAGEMENT, LLC of JACKSON, MS is an SEC-registered investment adviser.

## Registration

- CRD: 152588
- Type: SEC-registered investment adviser
- SEC file number: 801-121567
- Location: 1200 EASTOVER DRIVE, SUITE 300, JACKSON, MS, 39211
- Phone: 601-607-4290
- Latest filing: 2026-04-10
- Regulatory AUM: $263.8M
- Discretionary AUM: $263.8M
- Clients: 19
- Accounts: 944

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Julia M Ott | FIRST VICE PRESIDENT | — |
| Tony Darren Edwards | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| James Sanford Clark | SENIOR VICE PRESIDENT | — |
| Jeffrey Scott Lohmeier | SENIOR VICE PRESIDENT | — |
| Mary Patricia Martin | CHIEF COMPLIANCE OFFICER | — |
| MARTIN MARY PATRICIA | CHIEF COMPLIANCE OFFICER | — |
| CLELAND JOHN DAVID | PRESIDENT | — |
| BERTAUT JOHN WILLIAM | MEMBER | — |
| WHITNEY WILLIAM ANTHONY | MEMBER | — |
| WATSON FORBES LEWIS | CHIEF COMPLIANCE OFFICER; MEMBER; SENIOR VICE PRESIDENT | — |
| CARRICO CHRISTIAN OWEN | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| OTT JULIA M | CHIEF COMPLIANCE OFFICER; FIRST VICE PRESIDENT; VICE PRESIDENT | — |
| EDWARDS TONY DARREN | PRESIDENT; SENIOR VICE PRESIDENT | — |
| CLARK JAMES SANFORD | SENIOR VICE PRESIDENT | — |
| LOHMEIER JEFFREY SCOTT | SENIOR VICE PRESIDENT | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-03-20 | civil | RECEIVERSHIP ESTATE CLAIMS DEFENDANTS ARE LIABLE FOR DEBTS OF RECEIVERSHIP ESTATE BASED ON ASSISTANCE PROVIDED BY DEFENDANTS TO ARTHUR LAMAR ADAMS AND MADISON TIMBER PROPERTIES, LLC IN CARRYING OUT PONZI SCHEME. | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152588/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152588/similar
- Related entities: https://search.stillhousedata.com/firm/152588/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152588

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.