Bip Wealth, LLC

Registered investment advisor · Atlanta, Georgia · CRD #143208

Assets Under Management

$5.3B

Client Accounts

17,391

Employees

CRD Number

143208

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Inspira Financial Trust, Llc, Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Bip Wealth, LLC

BIP Wealth, LLC is a wealth management firm and multi-family office based in Atlanta, Georgia, founded in 2007. The firm specializes in comprehensive financial planning, investment management, and advisory services tailored for high-net-worth individuals, families, professionals, entrepreneurs, late-career executives, retirees, and MLB baseball players. BIP Wealth manages over $5 billion in assets across more than 3,000 households, boasting a 99.2% client retention rate. The firm operates as a

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Bip Wealth, LLC

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Frequently Asked Questions

What is Bip Wealth, LLC's AUM?

Bip Wealth, LLC reports approximately $5.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Bip Wealth, LLC headquartered?

Bip Wealth, LLC is headquartered in Atlanta, Georgia.

What is Bip Wealth, LLC's CRD number?

Bip Wealth, LLC's CRD number is 143208. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.