BIP WEALTH, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 143208
- Registered since
- February 20, 2008
- Website
- bipwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.18%
- Individuals7.96%
- Corporations / Businesses0.77%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
BIP Wealth, LLC is an independent, SEC‑registered registered investment adviser formed as an LLC and operating since 2008. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that blends discretionary portfolio management with financial planning and adviser‑selection capabilities. Its fee model combines percentage‑of‑AUM billing with fixed fees, and the firm also runs educational seminars and workshops for clients and prospects. BIP Wealth acts in sponsor and general partner roles for pooled vehicles and is involved in selecting third‑party managers, reflecting a hybrid model that mixes direct portfolio management with private fund sponsorship. The firm was included in Financial Times’ Top 300 RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds17%
- Private Funds15%
- Other9%
- US Government Bonds3%
Owners & executives
3 of 5WILLIAM HARRIS
Co-Founder and CEOCRD 2166332
ERIC CRAMER
Chief Investment OfficerCRD 2957889
Duncan Meredith
Chief Technology OfficerCRD 7719045
Contacts
3 of 54Mason Porritt
Personal Wealth AdvisorCRD 7127591
James Clark
Relationship ManagerCRD 7736048
John Giesler
Compliance SpecialistCRD 8199200
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 329Active vs passive
$2.6B in ETFs
80%
$2.1B
15%
$520M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $319M | 491,129 | 12.40% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3575 Piedmont Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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