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Bip Wealth, LLC CRD 143208
$5.29B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-10 |
Branch Locations
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-17 |
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