BIP WEALTH, LLC

RIASEC RegisteredEst. 2008
Total AUM
$5.3B
Discretionary
$4.1B
77% of AUM
Avg account
$304K
Accounts
17,391
Employees
88
Advisory reps
59

Firm details

Headquarters
Atlanta, Georgia
CRD number
143208
Registered since
February 20, 2008
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

FINTRX

Overview

BIP Wealth, LLC is an independent, SEC‑registered registered investment adviser formed as an LLC and operating since 2008. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that blends discretionary portfolio management with financial planning and adviser‑selection capabilities. Its fee model combines percentage‑of‑AUM billing with fixed fees, and the firm also runs educational seminars and workshops for clients and prospects. BIP Wealth acts in sponsor and general partner roles for pooled vehicles and is involved in selecting third‑party managers, reflecting a hybrid model that mixes direct portfolio management with private fund sponsorship. The firm was included in Financial Times’ Top 300 RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Public Funds/Mutual Funds 17%, Private Funds 15%, Other 9%, US Government Bonds 3%, Cash & Cash Equivalents 2%54%
  • 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

Unlock 2 more executives

Contacts

3 of 54
  • Mason Porritt

    Personal Wealth AdvisorCRD 7127591

  • James Clark

    Relationship ManagerCRD 7736048

  • John Giesler

    Compliance SpecialistCRD 8199200

Unlock 51 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 329

Active vs passive

$2.6B in ETFs

Passive

80%

$2.1B

Active

15%

$520M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$319M491,12912.40%

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth