BIP WEALTH, LLC

CRD 143208File 801-68882

APPROVED

Retail clients

Custody

Filing as of Jun 22, 2026

Feed vintage Aug 17, 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

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: https://prehmusfinancial.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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.