Emily Fleming
Investment adviser representative at Bip Wealth, LLC
10 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
10 years in the industry.
- Bip Wealth, LLCAug 2025 to now
- Signature FdJan 2022 to Aug 2025
- Wiser Wealth ManagementSep 2021 to Jan 2022
- Somerset AdvisoryMay 2020 to Sep 2021
- University of GeorgiaMay 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8296295
- Firm CRD
- 143208