⌕
Firm profile

Bip Wealth, LLC

ATLANTA, GACRD 143208Latest ADV April 17, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOWilliam J. Harris
CCODarrick H. Alford
CFODarrick H. Alford

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.