Andrew Wright Byers
Investment adviser representative at Bip Wealth, LLC
13 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
13 years in the industry.
- Bip Wealth, LLCMay 2025 to now
- 1st Source Bank Performance CenterSep 2024 to May 2025
- University of Notre DameAug 2024 to May 2025
- Georgia Institute of TechnologyAug 2022 to Jul 2024
- Samford UniversityAug 2021 to May 2022
- University of Notre DameAug 2020 to May 2021
- WrightcoreMay 2016 to Oct 2021
- The Ensworth SchoolAug 2013 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
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
- 8104790
- Firm CRD
- 143208