Rex Phillip Macey

Employer firm

Bip Wealth, LLC CRD 143208

$5.29B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 06/2026
  Red Tortoise, Llc
  Atlanta, GA
• 06/2026 → Present
  Bip Wealth, Llc
  Atlanta, GA

Previous Registrations

• 2016-02-19 → 2026-07-17
  Red Tortoise
  Atlanta, GA
  Sandy Springs, GA
• 2005-02-25 → 2016-02-16
  Wilmington Trust Investment Management
  Wilmington, DE
  Atlanta, GA
• 2003-03-24 → 2013-03-28
  American Financial Advisors, Llc.
  Marietta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-05
• S63 Uniform Securities Agent State Law Examination
  1988-02-17

Designations

• Certified Financial Planner
• Chartered Financial Analyst