Patrick Ryan Self
Investment adviser representative at Bip Wealth, LLC
10 yearsExperience
3 statesRegistered in
$5.3BFirm assets
18 yearsFirm in business
Are you Patrick Ryan Self? Claim your profile
Contact this firm
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, LLCSep 2025 to now
- Prehmus Financial PartnersApr 2025 to now
- Strata (part of Roper Technologies)Oct 2020 to Apr 2025
- Epsi (part of Allscripts)Sep 2016 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, GA, TX).
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
- 7458748
- Firm CRD
- 143208