Howard Mcmonagle Fleming

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

Authority	Category	Status	Date
GA	RA	APPROVED	2026-07-06
TX	RA	APPROVED	2026-06-22

GA RA
APPROVED

Since 2026-07-06
TX RA
APPROVED

Since 2026-06-22

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

Organization	City	State	From	To
Suntrust/Genspring Family Offices	Atlanta	GA	08/2004	03/2019
Red Tortoise, Llc	Atlanta	GA	05/2019	06/2026
Bip Wealth, Llc	Atlanta	GA	06/2026	Present

08/2004 → 03/2019

Suntrust/Genspring Family Offices

Atlanta, GA
05/2019 → 06/2026

Red Tortoise, Llc

Atlanta, GA
06/2026 → Present

Bip Wealth, Llc

Atlanta, GA

Previous Registrations

2019-05-13 → 2026-07-17

Red Tortoise

Marietta, GA

Atlanta, GA

Sandy Springs, GA
2005-07-27 → 2017-12-31

Gfo Advisory Services, Llc

Atlanta, GA
1999-10-13 → 2004-08-24

Kpmg Investment Advisors

Atlanta, GA

Other Businesses

Tax return preparation; Principal; Non-investment related; 660 Mabry Rd NE Sandy Springs GA 30328; Since 1/1/2021; 8 hrs per month; Tax return preparation for individuals.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-09-06

S65 Uniform Investment Adviser Law Examination

1995-09-06

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Howard M Fleming

View on SEC IAPD