Bip Wealth, LLC

Bip Wealth, LLC (CRD# 143208) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,833,854,777 in 7,272 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305
https://www.instagram.com/bipwealthbaseball
By the Numbers
  • Total Assets Under Management
    2,834
    MILLION
  • Total Number of Accounts
    7,272
    ACCOUNTS
  • Average Account Value
    $389,694
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, FL, GA, IL, KY, LA, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Bip Wealth, LLC
Showing 21 - 30 of 30 top financial advisors.
21
Jeffrey Grossman, financial advisor Atlanta GA
Jeffrey S. Grossman
CRD#: 3004375
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

Jeffrey Grossman (CRD# 3004375) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

22
Xavier Herschberg, financial advisor Alpharetta GA
Xavier A. Herschberg
CRD#: 7188282
2500 Northwinds Parkway, Building Iii, Suite 100, Alpharetta, GA 30009

Xavier Herschberg (CRD# 7188282) is an Investment Advisor Representative working at Bip Wealth, LLC in Alpharetta, GA and has over 4 years of experience in the finance industry.

23
John Hester, financial advisor Atlanta GA
John Hester
CRD#: 7217308
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

John Hester (CRD# 7217308) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.

24
Robert Madison, financial advisor Atlanta GA
Robert T. Madison
CRD#: 7326403
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

Robert Madison (CRD# 7326403) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 3 years of experience in the finance industry.

25
Andrew Malone, financial advisor Alpharetta GA
Andrew Malone
CRD#: 7472712
2500 Northwinds Parkway, Building Iii, Suite 100, Alpharetta, GA 30009

Andrew Malone (CRD# 7472712) is an Investment Advisor Representative working at Bip Wealth, LLC in Alpharetta, GA and has over 2 years of experience in the finance industry.

26
Mark Parker, financial advisor Atlanta GA
Mark A. Parker
CRD#: 7334614
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

Mark Parker (CRD# 7334614) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 3 years of experience in the finance industry.

27
Michael Sorrow, financial advisor Atlanta GA
Michael F. Sorrow
CRD#: 7204735
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

Michael Sorrow (CRD# 7204735) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.

28
Kevin Walker, financial advisor Atlanta GA
Kevin S. Walker
CRD#: 7656963
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

Kevin Walker (CRD# 7656963) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

29
Brevin White, financial advisor Atlanta GA
Brevin W. White
CRD#: 6901627
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

Brevin White (CRD# 6901627) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

30
Charles Young, financial advisor Atlanta GA
Charles J. Young
CRD#: 7563120
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

Charles Young (CRD# 7563120) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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