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 that has been SEC-registered since 2008. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, institutional portfolio management, manager selection, and educational seminars. Its fee structure combines percentage-of-AUM billing with fixed fees. BIP Wealth is not an active ESG investor. The firm was named among the Financial Times’ Top 300 RIA Firms 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 397Active vs passive
$3.8B in ETFs
81%
$3B
16%
$734M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $396M | 519,021 | 10.46% |
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