BIP WEALTH, LLC (CRD# 143208) is an SEC-Registered Investment Advisor (RIA), headquartered in Atlanta, GA. The SEC approved the firm to operate as an RIA in Feb 2008. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $864.0 Million, and has discretion over 82% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
BIP WEALTH, LLC also reported in Mar 2018:
  • 23 employees, with 19 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BIP WEALTH, LLC has no disclosure events reported to the SEC at this time.

View BIP WEALTH, LLC's most recent Form ADV filing

BIP WEALTH, LLC has Notice Filings with the following State Securities Authorities: AL-Apr 2010, FL-Apr 2010, GA-Feb 2008, LA-Oct 2011, NC-Apr 2010 , NY-Mar 2017, SC-Jan 2015, TX-Jun 2013, WI-Aug 2017

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.