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Dylan Ryan Dennis

Bip Wealth, LLC

Atlanta, GA

CRD 8320838

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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 2026-08-10
  • GA RA
    APPROVED
    Since 2026-08-10

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
Bip Wealth Atlanta GA 07/2026 Present
Bip Wealth Atlanta GA 06/2026 07/2026
Auburn University Auburn AL 07/2022 06/2026
Pinecrest Academy Cumming GA 07/2016 07/2022
Bip Wealth Atlanta GA 06/2025 07/2025
  • 07/2026 → Present
    Bip Wealth
    Atlanta, GA
  • 06/2026 → 07/2026
    Bip Wealth
    Atlanta, GA
  • 07/2022 → 06/2026
    Auburn University
    Auburn, AL
  • 07/2016 → 07/2022
    Pinecrest Academy
    Cumming, GA
  • 06/2025 → 07/2025
    Bip Wealth
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-17
  • S65 Uniform Investment Adviser Law Examination
    2026-07-17

View on SEC IAPD

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