Bip Wealth, LLC

Bip Wealth, LLC (CRD# 143208) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,310,141,037 in 5,902 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,310
    MILLION
  • Total Number of Accounts
    5,902
    ACCOUNTS
  • Average Account Value
    $391,417
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, FL, GA, IL, LA, NC, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Bip Wealth, LLC
Showing 1 - 10 of 30 top financial advisors.
1
Dennis A. Booker
CRD#: 4173823
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

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.

2
Lori L. Boykin
CRD#: 2784418
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

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.

3
Michael S. Brocker
CRD#: 6317670
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

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.

4
Andrew L. Bunch
CRD#: 4762686
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

Andrew Bunch (CRD# 4762686) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

5
Karen L. Chermak
CRD#: 2624905
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

Karen Chermak (CRD# 2624905) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 27 years of experience in the finance industry.

6
Michel Cowdery
CRD#: 4571500
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

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.

7
Eric A. Cramer
CRD#: 2957889
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

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.

8
Charles A. Crowley
CRD#: 5564949
2500 Northwinds Pkwy, Bldg Iii, Ste 100, Alpharetta, GA 30009

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.

9
Thomas E. Day
CRD#: 4677527
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

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.

10
William J. Harris
CRD#: 2166332
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA 30305

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.

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