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).
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Total Assets Under Management2,834MILLION
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Total Number of Accounts7,272ACCOUNTS
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Average Account Value$389,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AL, AZ, CA, CO, DC, FL, GA, IL, KY, LA, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA
Dennis Booker (CRD# 4173823) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.
Lori Boykin (CRD# 2784418) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.
Michael Brocker (CRD# 6317670) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.
Andrew Bunch (CRD# 4762686) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.
Karen Chermak (CRD# 2624905) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 28 years of experience in the finance industry.
Michel Cowdery (CRD# 4571500) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.
Eric Cramer (CRD# 2957889) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.
Charles Crowley (CRD# 5564949) is an Investment Advisor Representative working at Bip Wealth, LLC in Alpharetta, GA and has over 14 years of experience in the finance industry.
Thomas Day (CRD# 4677527) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
William Harris (CRD# 2166332) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 32 years of experience in the finance industry.