Key facts
- BIP Wealth is a other based in Atlanta, Georgia.
About BIP Wealth
BIP Wealth is a wealth management firm based in Atlanta, Georgia. Established in 2007, the firm helps to create a highly personalized financial plan to address its client's current needs and achieve their future goals. The offer a range of services, including estate planning, insurance planning, tax planning, personal financial guidance, comprehensive financial planning, investment management, and cash management. The assets are managed by the executive management team.
Registered with the SEC
Form ADV · 2026-04 · CRD 143208- Regulatory AUM
- —
- Private fund assets
- $9.8M
- Private funds
- 2 · 2 private equity
- Staff
- 88
- Registered office
- ATLANTA, GA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BIP WEALTH, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for BIP Wealth are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is BIP Wealth's AUM?
- BIP Wealth manages approximately $5K in assets.