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 registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and runs educational seminars and workshops. Its compensation mixes percentage-of-AUM fees with fixed fees. BIP Wealth reports it is not an active ESG investor and does not operate as a multi-state adviser or pension consultant. The firm was named to the 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 5
William Harris
Co-Founder and CEOCRD 2166332
Eric Cramer
Chief Investment OfficerCRD 2957889
Duncan Meredith
Chief Technology OfficerCRD 7719045
Contacts
3 of 58
Mason 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
Similar firms
Forest Investment Associates
RIAAtlanta, GA
Balentine
RIAAtlanta, GA
Fiduciaryvest, LLC
RIAAtlanta, GA
Cortland Investment Management, LLC
RIAAtlanta, GA
Buckhead Capital Management, LLC
RIAAtlanta, GA
IFG Advisory, LLC
RIAAtlanta, GA