← Back to searchVisit website
BISON WEALTH, LLC
CRD 299805 · SEC 801-114547
3550 LENOX ROAD NE, SUITE 2550, ATLANTA, GA, 30326, United States
Phone
404-841-2224
Fax
404-343-2651
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.74B
Discretionary AUM
$2.73B
Team
78 total employees; 65 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2692 | $820.7M |
| High net worth individuals | 5877 | $1.72B |
| Pension/profit sharing plans | 72 | $54.7M |
| Charitable organizations | 61 | $27.4M |
| Corporations/business entities | 301 | $109.4M |
States served
AL, AR, CA, CO, GA, ID, IL, IA, KY, LA, MD, MA, MI, MN, MS, NE, NJ, NY, NC, OH, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://mc2wealthmgmt.com/
- http://www.zenithretirement.com
- https://www.dominionwins.com/
- http://www.thehollowaypartnership.com
- http://www.truadvicewealth.com
- https://capitaldefenderadvisors.com/
- https://www.teamserveprotect.com/
- https://www.linkedin.com/company/bison-wealth-llc/
- https://bisonwealth.com/
- https://www.lightmancapital.com/
- https://www.truadvicellc.com
- https://www.PowerMy401k.com
- https://www.instagram.com/bisonwealthllc/ @Bisonwealthllc
- https://www.facebook.com/BisonWealthLLC Bison Wealth, LLC
- https://www.reddit.com/user/BisonWealthLLC/ u/BisonWealthLLC
- https://sassoinsurance.com/
Official SEC filing: View on IAPD