SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bip Wealth, LLC
Atlanta, GA
CRD 143208
Firm filing updated September 25, 2026 ·
- $5.3BAssets
- 48Advisory staff
- 17,391Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals1,566
- Individuals1,542
- Corporations or other businesses25
- Pension and profit sharing plans9
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,542 | $420.9 million |
| High net worth individuals | 1,566 | $4.8 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $0 |
| Charitable organizations | Fewer than 5 clients | $4.4 million |
| Corporations or other businesses not listed above | 25 | $41.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$5.3 billion
- Accounts17,391
- Discretionary$4.1 billion · 15,303 accounts
- Non-discretionary$1.2 billion · 2,088 accounts
People
- Employees88
- Advisory staff48
- Broker-dealer reps5
- Licensed insurance agents5
- Planning clients3,000
Advisors
36 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 143208, SEC file 801-68882.
- Registered with the SEC as an investment advisor (status date on record: February 20, 2008).
Is Bip Wealth, LLC a fiduciary?
Short answer: Bip Wealth, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 5 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
5 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.