Andrew Lee Bunch
Investment adviser representative at Bip Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Bip Wealth, LLCMar 2021 to now
- Homrich BergJan 2019 to Mar 2021
- SiiJul 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (GA).
Bip Wealth, LLC
$5.3BAssets managed
3,146Clients
63Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4762686
- Firm CRD
- 143208