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 and operates as a limited liability company. The firm serves both individuals/families and institutional clients and charges clients via a percentage-of-AUM schedule and fixed fees. Its advisory work spans financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, selection of outside managers, and educational seminars or workshops. BIP Wealth acts as a capital allocator and is affiliated with other investment advisers and pooled vehicle sponsors, including serving as a general partner/managing member of pooled investment vehicles. The firm was recognized by the Financial Times as one of the 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
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 60
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 388Active vs passive
$3.6B in ETFs
81%
$3B
15%
$676M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $376M | 503,321 | 10.34% |
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
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