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Matthew Aaron Edmiston

Bip Wealth, LLC

Atlanta, GA

Alpharetta, GA

CRD 7863197

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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 2024-02-15
  • GA RA
    APPROVED
    Since 2024-02-15

Branch Locations

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

2500 Northwinds Pkwy Bldg Iii, Ste 100, Alpharetta, GA 30009 • 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, Llc Atlanta GA 02/2021 Present
Alpharetta Ambush Soccer Club Alpharetta GA 08/2016 Present
Cambridge High School Milton GA 01/2017 05/2017
Georgia State University Atlanta GA 08/2013 05/2017
  • 02/2021 → Present
    Atlanta, GA
  • 08/2016 → Present
    Alpharetta Ambush Soccer Club
    Alpharetta, GA
  • 01/2017 → 05/2017
    Cambridge High School
    Milton, GA
  • 08/2013 → 05/2017
    Georgia State University
    Atlanta, GA
Other Businesses

Name of the business: Alpharetta Ambush Soccer Club Not investment-related Address: 10945 State Bridge Rd, Suite 401-315 Alpharetta, GA 30022 Nature of Business: head coaching position at a local youth soccer club Position/Title: Jr. Academy Director Start Date: August 2016 20 Hours per Month - 8 months of the year Number of hours during securities trading hours: 0 Lead a group of 9 other soccer coaches for the Jr. Academy program which is for children ages 6-7 years old. All hours are in the evening or on weekends.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-19
  • S65 Uniform Investment Adviser Law Examination
    2024-01-19
Other Names
  • Matthew Edmiston

View on SEC IAPD

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