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).
Current Firm Details
By the Numbers
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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
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, AZ, CA, CO, DC, FL, GA, IL, KY, LA, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA
Financial Advisors at Bip Wealth, LLC
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