Bip Wealth, LLC
Bip Wealth, LLC (CRD# 143208) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,833,854,777 in 7,272 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management2,834MILLION
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Total Number of Accounts7,272ACCOUNTS
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Average Account Value$389,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, DC, FL, GA, IL, KY, LA, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA
Jeffrey Grossman (CRD# 3004375) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Xavier Herschberg (CRD# 7188282) is an Investment Advisor Representative working at Bip Wealth, LLC in Alpharetta, GA and has over 4 years of experience in the finance industry.
John Hester (CRD# 7217308) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.
Robert Madison (CRD# 7326403) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 3 years of experience in the finance industry.
Andrew Malone (CRD# 7472712) is an Investment Advisor Representative working at Bip Wealth, LLC in Alpharetta, GA and has over 2 years of experience in the finance industry.
Chase Murray (CRD# 7916367) is an Investment Advisor Representative working at Bip Wealth, LLC in Alpharetta, GA and has 1 year of experience in the finance industry.
Mark Parker (CRD# 7334614) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 3 years of experience in the finance industry.
Michael Sorrow (CRD# 7204735) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.
Kevin Walker (CRD# 7656963) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Brevin White (CRD# 6901627) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.