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BIP WEALTH, LLC
CRD 143208File 801-68882
APPROVED
Retail clients
Custody
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.29B
Top 25% of cohort (national)
Discretionary AUM
$4.05B
Non-discretionary $1.24B
Clients
3,146
17,391 accounts
Employees
88
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 20, 2008
- Principal office
- 3575 PIEDMONT RD, NE, BLDG 15, SUITE 730, ATLANTA, GA, 30305
- Phone
- 404-495-5230
- Website
- HTTP://WWW.BIPWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.29B
- Discretionary AUM
- $4.05B
- Non-discretionary AUM
- $1.24B
- Discretionary accounts
- 15,303
- Non-discretionary accounts
- 2,088
- Total accounts
- 17,391
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 25 | $41.0M |
| Charitable organizations | Fewer than 5 | $4.4M |
| High net worth individuals | 1,566 | $4.82B |
| Pension and profit sharing plans | 9 | Not reported |
| Individuals (other than high net worth individuals) | 1,542 | $420.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 77 | 88 | increased by11 |
| Apr 1, 2026 | Clients | 2,879 | 3,146 | increased by267 |
| Apr 1, 2026 | AUM | $4,460,675,379 | $5,287,991,188 | increased by$827,315,809 |
| Apr 1, 2026 | Accounts | 11,697 | 17,391 | increased by5,694 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 63 | 77 | increased by14 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,690 | 2,879 | increased by1,189 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,364,405,786 | $4,460,675,379 | increased by$1,096,269,593 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 8,671 | 11,697 | increased by3,026 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 39 | 63 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 982 | 1,690 | increased by708 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,202,568,368 | $3,364,405,786 | increased by$1,161,837,418 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,959 | 8,671 | increased by3,712 |
| Apr 1, 2022 | Employees | 29 | 39 | increased by10 |
| Apr 1, 2022 | Clients | 838 | 982 | increased by144 |
| Apr 1, 2022 | AUM | $1,561,296,926 | $2,202,568,368 | increased by$641,271,442 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BIP WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BIP WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.