Chad Joseph Edwards

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

• 05/2015 → Present
  Prehmus Financial Partners
  Peachtree Corners, GA
• 05/2015 → Present
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 12/2020 → 09/2025
  Strategic Blueprint, Llc
  Atlanta, GA
• 09/2025 → Present
  Bip Wealth, Llc
  Norcross, GA

Previous Registrations

• 2021-01-04 → 2025-12-31
  Strategic Blueprint, Llc
  Peachtree Corners, GA

Other Businesses

1 - FIXED INSURANCE SALES - INVESTMENT RELATED - NORCROSS, GA - FIXED INSURANCE SALES/SERVICES THROUGH VARIOUS PRODUCT PROVIDERS, E.G., BUCKHEAD BROKERAGE PARTNERS - AGENT - 09/2021 - 1 HOUR/MONTH, 0 DURING TRADING - INSURANCE SALES. 2 - Prehmus Financial Partners is an investment-related business located at 3930 East Jones Bridge Road. The business operates in a broker-dealer relationship with Strategic Financial Alliance. Advisor/Partner. Relationship started April 2025. Approximately 10 hours devoted to this business a month. 3-- Name: BIP Wealth, LLC Position: Employee - W2 Nature: Registered Investment Advisor Investment Related: Yes Hours: 175 Securities Trading Hours: 140 Start Date: 10/01/2025 Address: 3575 Piedmont Road, Building 15, Suite 730 Atlanta, Georgia 30305 Description: Financial advisor - managing client accounts and financial planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-01
• S63 Uniform Securities Agent State Law Examination
  2007-11-21

Other Names

• Chad Edwards