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Alfredo Valverde Salazar

Bip Wealth, LLC

Atlanta, GA

Norcross, GA

CRD 7343404

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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 2026-05-18
  • GA RA
    APPROVED
    Since 2026-05-18

Branch Locations

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

3930 E Jones Bridge Road Suite 175, Norcross, GA 30092 • 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
Bip Wealth Norcross GA 04/2026 Present
Capital Group Los Angeles CA 02/2021 04/2026
Nasa - Jet Propulsion Lab Pasadena CA 08/2018 02/2021
Georgia Institute Of Technology Atlanta GA 01/2015 08/2018
  • 04/2026 → Present
    Bip Wealth
    Norcross, GA
  • 02/2021 → 04/2026
    Capital Group
    Los Angeles, CA
  • 08/2018 → 02/2021
    Nasa - Jet Propulsion Lab
    Pasadena, CA
  • 01/2015 → 08/2018
    Georgia Institute Of Technology
    Atlanta, GA
Designations
  • Chartered Financial Analyst
Other Names
  • Alfredo Valverde
  • Alfredo Luis Valverde Salazar

View on SEC IAPD

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