Mikhail Osborne Harmon
Investment adviser representative at Bip Wealth, LLC
11 yearsExperience
1 stateRegistered in
$5.3BFirm assets
18 yearsFirm in business
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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
11 years in the industry.
- Bip Wealth, LLCDec 2024 to now
- Twisted Cycle West CobbFeb 2024 to Dec 2024
- Harmon Financial AdvisorsOct 2022 to Jan 2024
- Raymond James Financial Services, IncOct 2022 to Jan 2024
- Procare TherapyJan 2020 to Aug 2022
- Harmon Financial AdvisorsJun 2019 to Jan 2020
- Unemployed - StudentDec 2018 to Jun 2019
- GncAug 2018 to Nov 2018
- Unemployed - StudentApr 2018 to Aug 2018
- StudentDec 2017 to Dec 2019
- El RodeoSep 2017 to Apr 2018
- Cherry Law FirmJun 2017 to Aug 2017
- Kennesaw State UniversityAug 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 7062509
- Firm CRD
- 143208