Best Investors Account Sign in
Inactive

Andrew Massey Cole

Bip Wealth, LLC

Atlanta, GA

Columbus, GA

CRD 7662925

Claim This Profile
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

2101 Brookstone Centre Parkway Suite 200, Columbus, GA 31904 • 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 Coumbus GA 04/2026 Present
Blue Trust Alpharetta GA 01/2023 04/2026
Blumark Finanical Advisors Troy MI 11/2022 01/2023
Ronald Blue Trust Alpharetta GA 06/2021 08/2021
Samford University Birmingham AL 08/2018 08/2022
Liberty Univeristy Lynchburg VA 08/2022 05/2023
Brookstone School Columbus GA 08/2014 08/2018
  • 04/2026 → Present
    Bip Wealth
    Coumbus, GA
  • 01/2023 → 04/2026
    Blue Trust
    Alpharetta, GA
  • 11/2022 → 01/2023
    Blumark Finanical Advisors
    Troy, MI
  • 06/2021 → 08/2021
    Ronald Blue Trust
    Alpharetta, GA
  • 08/2018 → 08/2022
    Samford University
    Birmingham, AL
  • 08/2022 → 05/2023
    Liberty Univeristy
    Lynchburg, VA
  • 08/2014 → 08/2018
    Brookstone School
    Columbus, GA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor