Bip Wealth, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 143208
· SEC file 801-68882
· Atlanta, GA
· BIPWEALTH.LIBSYN.COM
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ADV data as of Jun 22, 2026
- Regulatory AUM
- $5.3B
- Discretionary
- $4.1B
- Clients
- 3,146
- Avg AUM / client
- $1.7M
- Accounts
- 17,391
- Employees
- 88
AUM over time
$258M
$5.3B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,542 | $421M | 7.96% |
| High net worth individuals | 1,566 | $4.8B | 91.2% |
| Pension and profit sharing plans | 9 | — | — |
| Charitable organizations | 4 | $4.4M | 0.08% |
| Corporations and other businesses | 25 | $41.0M | 0.77% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $9.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bip Bay Point Fund I Qp, Llc feeder | Private Equity Fund | Delaware | $7.9M | 46 |
| Bip Bay Point Fund I Ai, Llc feeder | Private Equity Fund | Delaware | $1.7M | 15 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Eversheds Sutherland (Us) Llp Retirement Plan A Eversheds Sutherland (Us) Llp | 2024 | |
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 |
People (65)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Joseph Harris | Member | CFP | Apr 2007 (19y) | ≈ 25% – 56.25% via Bip Managing Partner, Llc |
| Buffington, Mark, Andrew | Member | May 2007 (19y) | ≈ 25% – 56.25% via Bip Managing Partner, Llc | |
| Eric Arnold Cramer | Cio | CFP CFA | May 2011 (15y) | Less than 5% |
| Smith, Nathan, Alan | Coo | Jun 2019 (7y) | Less than 5% | |
| Meredith, Duncan, Montgomery | Cto | Feb 2022 (5y) | Less than 5% | |
| Alford, Darrick, Harper | Cfo / Cco | Jun 2022 (4y) | Less than 5% | |
| Forrest Ivey Robertson | Registered representative | CFP | May 2009 (17y) | |
| Dennis A. Booker | Registered representative | May 2010 (16y) | ||
| Karen Lee Chermak | Registered representative | May 2011 (15y) | ||
| Marcia Marie Mayoue | Registered representative | CFP CFA | Dec 2011 (15y) | |
| John Marvin Ray | Registered representative | May 2014 (12y) | ||
| Lori Lynn Boykin | Registered representative | Dec 2014 (12y) | ||
| Taylor Nolan Williams | Registered representative | CFP | Jun 2015 (11y) | |
| Michael Scott Brocker | Registered representative | CFP | Aug 2015 (11y) | |
| John Phillip Scott | Registered representative | CFP CFA | Aug 2015 (11y) | |
| Thomas Edward Day | Registered representative | CFA | Dec 2016 (10y) | |
| Aron Robert Riddle | Registered representative | CFP | Apr 2017 (9y) | |
| Michel Cowdery | Registered representative | Mar 2018 (8y) | ||
| Kyle Allen Schmidt | Registered representative | CFP | Jul 2018 (8y) | |
| Xavier Abraham Herschberg | Registered representative | Jan 2020 (7y) | ||
| Michael Fred Sorrow | Registered representative | Feb 2020 (6y) | ||
| Mark Allen Parker | Registered representative | Feb 2021 (5y) | ||
| Andrew Lee Bunch | Registered representative | CFP | Apr 2021 (5y) | |
| Jeffrey Scott Grossman | Registered representative | CFA | Jun 2021 (5y) | |
| John Hester | Registered representative | CFP | Aug 2021 (5y) | |
| Ashley Lynn Arrington | Registered representative | CFP | Aug 2022 (4y) | |
| Mason Lee Porritt | Registered representative | Sep 2022 (4y) | ||
| Ross Allen Hughes | Registered representative | CFP | Nov 2022 (4y) | |
| Andrew Malone | Registered representative | CFP | Jan 2023 (4y) | |
| Charles Allen Crowley | Registered representative | CFP | Jan 2023 (4y) | |
| Steven Frank Manfredonia | Registered representative | Feb 2023 (3y) | ||
| Kevin S. Walker | Registered representative | Feb 2023 (3y) | ||
| Darius D Hicks | Registered representative | CFA | May 2023 (3y) | |
| James Clinton Clark | Registered representative | CFP | May 2023 (3y) | |
| Justin Tyler Yost | Registered representative | May 2023 (3y) | ||
| Matthew Hand | Registered representative | CFP | Jul 2023 (3y) | |
| Charles Joseph Young | Registered representative | CFP | Aug 2023 (3y) | |
| Jesse Jelle Boot | Registered representative | Feb 2024 (2y) | ||
| Matthew Aaron Edmiston | Registered representative | Feb 2024 (2y) | ||
| Chase Raymond Murray | Registered representative | May 2024 (2y) | ||
| Ryan C Merriman | Registered representative | Nov 2024 (2y) | ||
| Jeremy Ryan Hermida | Registered representative | Jan 2025 (2y) | ||
| Matthew Mitchell Speed | Registered representative | Jan 2025 (2y) | ||
| Mikhail Osborne Harmon | Registered representative | Mar 2025 (1y) | ||
| Hayes Preston Chamblee | Registered representative | Jun 2025 (1y) | ||
| James Robert Money | Registered representative | CFP Chartered Financial Consultant | Jun 2025 (1y) | |
| Paul Timothy Money | Registered representative | CFP | Jul 2025 (1y) | |
| Elizabeth Ann Patterson | Registered representative | Jul 2025 (1y) | ||
| John Edward Barone | Registered representative | Aug 2025 (1y) | ||
| Andrew Wright Byers | Registered representative | Aug 2025 (1y) | ||
| Andrew James Prehmus | Registered representative | Oct 2025 (1y) | ||
| Chad Joseph Edwards | Registered representative | Oct 2025 (1y) | ||
| Patrick Ryan Self | Registered representative | Oct 2025 (1y) | ||
| Scott Huneycutt Levy | Registered representative | Oct 2025 (1y) | ||
| Warren Dean Prehmus | Registered representative | Oct 2025 (1y) | ||
| John Harrington Giesler | Registered representative | Jan 2026 (1y) | ||
| Daniel M Corr | Registered representative | CFP | Apr 2026 (0y) | |
| Melissa Bunson | Registered representative | Apr 2026 (0y) | ||
| Alfredo Valverde Salazar | Registered representative | CFA | May 2026 (0y) | |
| Andrew Massey Cole | Registered representative | CFP | May 2026 (0y) | |
| Sean Michael Devine | Registered representative | CFA | Jun 2026 (0y) | |
| Howard Mc Monagle Fleming | Registered representative | CFP CFA | Jun 2026 (0y) | |
| Rex Phillip Macey | Registered representative | CFP CFA | Jun 2026 (0y) | |
| George Chen | Registered representative | CFA | Jun 2026 (0y) | |
| Emily Fleming | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bip Managing Partner, Llc | Member | May 2007 | A | 50% – 75% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- William Joseph Harris: 50% – 75% of Bip Managing Partner, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Buffington, Mark, Andrew: 50% – 75% of Bip Managing Partner, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $9.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bip Bay Point Fund I Qp, Llc | Private Equity Fund | $7.9M | $100K | 46 |
| Bip Bay Point Fund I Ai, Llc | Private Equity Fund | $1.7M | $100K | 15 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Eversheds Sutherland (Us) Llp Retirement Plan A | Eversheds Sutherland (Us) Llp | 694 | $438M | 01/01/2024 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 1.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $2.4B (46% of AUM) Jun 2026
- Fidelity Brokerage Services $1.5B (29% of AUM) Jun 2026
- Millennium Trust Company, Llc $758M (33% of AUM) Dec 2023
- Inspira Financial $403M (9% of AUM) Nov 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗