Bip Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 17, 2026, reports $5.3B in regulatory assets under management, 88 employees, 4 offices, and 17,391 accounts.
Assets Under Management
$5.3B
Employees
88
Offices
4 offices
Total Clients
3,146
Primary office
ATLANTA, GA
3575 PIEDMONT RD, NE, BLDG 15, SUITE 730, ATLANTA, GA, United States
Top client segmentHNWI represent 49.8% of total clients.
Top client categories% of clientsClients
1
HNWI
49.8%
1,566
2
Individuals
49.0%
1,542
3
Corporations
0.8%
25
4
Pension Plans
0.3%
9
5
Charitable
0.1%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.3Bas of April 17, 2026
Discretionary76.6%
$4.1B
77% of total RAUM76.6%
Non-discretionary23.4%
$1.2B
23% of total RAUM23.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.3B
Total Accounts17,391
10Y AUM Change+$4.6B (+703.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees88
Clients per Employee36:1
10Y Employee Change+66 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.