BIP Wealth
TL;DR
BIP Wealth was founded in 2007 and offers investment management and planning for retirement, estate, tax, education and charitable goals to individuals, families and business owners.
$5.3 billion
Regulatory AUM
As of ADV filing 2026-09-25
17,391
Accounts / Clients
3,108 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
88
Team Size
employees, 48 advisory
18 yrs
Years Registered
First registered 2008
About BIP Wealth
BIP Wealth was founded in 2007 and offers investment management and planning for retirement, estate, tax, education and charitable goals to individuals, families and business owners.
Office: 3575 Piedmont Road, Building 15, Suite 730, Atlanta, GA 30305.
Best for: families and business owners who want planning plus investments and accept possible commission-licensed advisors
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD143208
RegistrationSEC-registered
First registration2008
Regulatory AUM$5.3 billion
ADV filing date2026-09-25
Accounts17,391
Clients3,108 individual and high-net-worth clients
Employees88
Advisory employees48
Fee modelAdvisory fees on assets; some advisors also hold broker-dealer and insurance licenses (ADV 2A)
MinimumNot disclosed; account minimums negotiable at BIP's discretion (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CPA and ChFC named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 143208, as of ADV filing 2026-09-25, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Atlanta, GA (2026): rank 10 of 10
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