Mason Lee Porritt
Investment adviser representative at Bip Wealth, LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Bip Wealth, LLCSep 2022 to now
- Minnesota Life Insurance CoApr 2021 to Aug 2022
- Securian Financial Services IncApr 2021 to Aug 2022
- Shoemaker FinancialApr 2021 to Aug 2022
- UnemployedJan 2021 to Apr 2021
- Jackson National Life Distributors LLCMay 2019 to Dec 2020
- St. Marys PreparatoryOct 2017 to May 2019
- Aca TrackJan 2017 to Dec 2017
- Grand Valley State UniversityAug 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (GA, TN).
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
- 7127591
- Firm CRD
- 143208