Bison 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 March 24, 2026, reports $2.7B in regulatory assets under management, 78 employees, 14 offices, and 9,003 accounts.
Assets Under Management
$2.7B
Employees
78
Offices
14 offices
Total Clients
9,003
Primary office
ATLANTA, GA
3550 LENOX ROAD NE, SUITE 2550, ATLANTA, GA, United States
Top client segmentHNWI represent 65.3% of total clients.
Top client categories% of clientsClients
1
HNWI
65.3%
5,877
2
Individuals
29.9%
2,692
3
Corporations
3.3%
301
4
Pension Plans
0.8%
72
5
Charitable
0.7%
61
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 24, 2026
Discretionary99.9%
$2.7B
100% of total RAUM99.9%
Non-discretionary0.1%
$4M
0% of total RAUM0.1%
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$2.7B
Total Accounts9,003
10Y AUM Change+$2.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees78
Clients per Employee115:1
10Y Employee Change+72 (+1200.0%)
* 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.