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BIP WEALTH, LLC
CRD 143208 · SEC 801-68882
3575 PIEDMONT RD, NE, BLDG 15, SUITE 730, ATLANTA, GA, 30305, United States
Phone
404-495-5230
Fax
404-495-5239
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.29B
Discretionary AUM
$4.05B
Team
88 total employees; 48 advisory reps; 2 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1542 | $420.9M |
| High net worth individuals | 1566 | $4.82B |
| Pension/profit sharing plans | 9 | — |
| Charitable organizations | 4 | $4.4M |
| Corporations/business entities | 25 | $41.0M |
States served
AL, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MS, MT, NE, NJ, NY, NC, ND, OH, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD