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George Chen

Bip Wealth, LLC

Atlanta, GA

CRD 3070134

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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:

Current Employers
Bip Wealth, Llc

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-07-06
TX RA APPROVED_RES 2026-06-23
  • GA RA
    APPROVED
    Since 2026-07-06
  • TX RA
    APPROVED_RES
    Since 2026-06-23

Branch Locations

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fdx Advisors Sacramento CA 10/2015 08/2018
Red Tortoise, Llc Atlanta GA 10/2018 06/2026
Bip Wealth, Llc Atlanta GA 06/2026 Present
  • 10/2015 → 08/2018
    Fdx Advisors
    Sacramento, CA
  • 10/2018 → 06/2026
    Red Tortoise, Llc
    Atlanta, GA
  • 06/2026 → Present
    Bip Wealth, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-28
  • S63 Uniform Securities Agent State Law Examination
    1998-08-28
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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