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BIP WEALTH, LLC
ATLANTA, GA
404-495-5230
SEC #801-68882Total AUM
$5.3B
Employees
88Clients
3,146Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3575 PIEDMONT RD, NE
BLDG 15, SUITE 730
ATLANTA
GA 30305
United States
BLDG 15, SUITE 730
ATLANTA
GA 30305
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
404-495-5230
Other Offices
4
Financials
Total AUM
$5.3B
Accounts
17,391Discretionary
$4.1B
Accounts
15,303Non-Discretionary
$1.2B
Accounts
2,088
Clients
Individual Clients
1,542AUM
$420.9M
HNW Individual Clients
1,566AUM
$4.8B
Pension/Profit Sharing Plan Clients
9AUM
$0
Charitable Organization Clients
4AUM
$4.4M
Corporation or Business Clients
25AUM
$41M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.