Bison Wealth, LLC

Bison Wealth, LLC (CRD# 165931) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,605,442,799 in 4,347 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326
https://bisonwealth.com/
By the Numbers
  • Total Assets Under Management
    1,605
    MILLION
  • Total Number of Accounts
    4,347
    ACCOUNTS
  • Average Account Value
    $369,322
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
  • Pension consulting services
  • 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, CA, CT, FL, GA, IA, IL, LA, MA, MD, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Bison Wealth, LLC
Showing 21 - 26 of 26 top financial advisors.
21
Victor Giustina, financial advisor Atlanta GA
Victor Giustina
CRD#: 1969074
Atlanta, GA

Victor Giustina (CRD# 1969074) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.

22
Matthew Goss, financial advisor Atlanta GA
Matthew D. Goss
CRD#: 7630262
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

Matthew Goss (CRD# 7630262) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

23
Ashley Hethershaw, financial advisor Atlanta GA
Ashley L. Hethershaw
CRD#: 7025320
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

Ashley Hethershaw (CRD# 7025320) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

24
Carolina Martinez, financial advisor Parrish FL
Carolina A. Martinez
CRD#: 7267625
Parrish, FL

Carolina Martinez (CRD# 7267625) is an Investment Advisor Representative working at Bison Wealth, LLC in Parrish, FL and has over 3 years of experience in the finance industry.

25
Joseph Martinez, financial advisor Gainesville FL
Joseph A. Martinez
CRD#: 7729631
4061 Nw 43rd Street, Suite 16, Gainesville, FL 32606

Joseph Martinez (CRD# 7729631) is an Investment Advisor Representative working at Bison Wealth, LLC in Gainesville, FL and has 1 year of experience in the finance industry.

26
William McEnroe, financial advisor Atlanta GA
William E. McEnroe
CRD#: 7114425
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

William McEnroe (CRD# 7114425) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 3 years 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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