BIP WEALTH, LLC
CRD #143208 SEC #801-68882 ATLANTA, GA 404-495-5230
SEC Registered Private Funds
Total AUM
$4.5B
Discretionary
$3.3B
Employees
77
Clients
--
Accounts
11,697
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4.5B | $3.3B | $1.2B | 77 | 2 |
| Oct 2025 | $4.5B | $3.3B | $1.2B | 77 | 2 |
| Oct 2025 | $4.5B | $3.3B | $1.2B | 77 | 2 |
| Oct 2025 | $4.5B | $3.3B | $1.2B | 77 | 2 |
| Aug 2025 | $3.4B | $2.2B | $1.1B | 63 | 2 |
| Jul 2025 | $3.4B | $2.2B | $1.1B | 63 | 2 |
| Jun 2025 | $3.4B | $2.2B | $1.1B | 63 | 2 |
| Mar 2025 | $3.4B | $2.2B | $1.1B | 63 | 2 |
| Mar 2025 | $3.4B | $2.2B | $1.1B | 63 | 2 |
| Nov 2024 | $2.8B | $1.8B | $1B | 57 | 2 |
| Jul 2024 | $2.8B | $1.8B | $1B | 57 | 2 |
| Apr 2024 | $2.8B | $1.8B | $1B | 57 | 2 |
| Mar 2024 | $2.8B | $1.8B | $1B | 57 | 2 |
| Dec 2023 | $2.3B | $1.5B | $823.9M | 49 | 2 |
| Oct 2023 | $2.3B | $1.5B | $823.9M | 49 | 2 |
| May 2023 | $2.3B | $1.5B | $823.9M | 49 | 2 |
| Mar 2023 | $2.3B | $1.5B | $823.9M | 49 | 2 |
| Dec 2022 | $2.2B | $1.5B | $728.3M | 39 | 2 |
| Nov 2022 | $2.2B | $1.5B | $728.3M | 39 | 2 |
| Sep 2022 | $2.2B | $1.5B | $728.3M | 39 | 2 |
| Aug 2022 | $2.2B | $1.5B | $728.3M | 39 | 2 |
| Mar 2022 | $2.2B | $1.5B | $728.3M | 39 | 2 |
| Apr 2021 | $1.6B | $1.2B | $342.7M | 29 | 0 |
| Mar 2021 | $1.6B | $1.2B | $342.7M | 29 | 0 |
| Jun 2020 | $1.3B | $969.1M | $337.2M | 26 | 0 |
| Jun 2020 | $1.3B | $969.1M | $337.2M | 26 | 0 |
| Jun 2020 | $1.3B | $969.1M | $337.2M | 26 | 0 |
| Apr 2020 | $1.3B | $969.1M | $337.2M | 26 | 0 |
| Mar 2020 | $1.3B | $969.1M | $337.2M | 26 | 0 |
| May 2019 | $949M | $734.7M | $214.2M | 20 | 0 |
| Mar 2019 | $949M | $734.7M | $214.2M | 20 | 0 |
| Feb 2019 | $949M | $734.7M | $214.2M | 20 | 0 |
| Mar 2018 | $864M | $705.4M | $158.6M | 23 | 0 |
| Aug 2017 | $657.8M | $564.9M | $92.9M | 22 | 600 |
| Jul 2017 | $657.8M | $564.9M | $92.9M | 22 | 600 |
| Apr 2017 | $657.8M | $564.9M | $92.9M | 22 | 600 |
| Mar 2017 | $657.8M | $564.9M | $92.9M | 22 | 600 |
| Dec 2016 | $552.2M | $486.8M | $65.4M | 21 | 500 |
| Jul 2016 | $552.2M | $486.8M | $65.4M | 21 | 500 |
| Apr 2016 | $552.2M | $486.8M | $65.4M | 21 | 500 |
| Mar 2016 | $552.2M | $486.8M | $65.4M | 21 | 500 |
| Nov 2015 | $462.8M | $409.4M | $53.3M | 15 | 400 |
| Oct 2015 | $462.8M | $409.4M | $53.3M | 15 | 400 |
| Aug 2015 | $462.8M | $409.4M | $53.3M | 15 | 400 |
| Aug 2015 | $462.8M | $409.4M | $53.3M | 14 | 400 |
| Jun 2015 | $462.8M | $409.4M | $53.3M | 13 | 400 |
| Mar 2015 | $462.8M | $409.4M | $53.3M | 12 | 400 |
| Jan 2015 | $463.6M | $345.3M | $118.3M | 11 | 251 |
| Dec 2014 | $463.6M | $345.3M | $118.3M | 11 | 251 |
| Dec 2014 | $463.6M | $345.3M | $118.3M | 11 | 251 |
| Oct 2014 | $463.6M | $345.3M | $118.3M | 11 | 251 |
| Jul 2014 | $463.6M | $345.3M | $118.3M | 11 | 251 |
| May 2014 | $463.6M | $345.3M | $118.3M | 11 | 251 |
| Mar 2014 | $463.6M | $345.3M | $118.3M | 10 | 251 |
| Jan 2014 | $350.1M | $282.4M | $67.7M | 11 | 251 |
| Nov 2013 | $350.1M | $282.4M | $67.7M | 11 | 251 |
| Jun 2013 | $350.1M | $282.4M | $67.7M | 11 | 251 |
| Jun 2013 | $350.1M | $282.4M | $67.7M | 11 | 251 |
| Mar 2013 | $350.1M | $282.4M | $67.7M | 11 | 251 |
| Nov 2012 | $257.5M | $235M | $22.5M | 12 | 232 |
| Oct 2012 | $257.5M | $235M | $22.5M | 6 | 232 |
| Aug 2012 | $257.5M | $235M | $22.5M | 6 | 232 |
| Jun 2012 | $257.5M | $235M | $22.5M | 6 | 232 |
| Apr 2012 | $257.5M | $235M | $22.5M | 6 | 232 |
| Mar 2012 | $257.5M | $235M | $22.5M | 6 | 232 |
| Apr 2011 | $132M | $130.9M | $1.1M | 10 | -- |
| Mar 2011 | $132M | $130.9M | $1.1M | 10 | -- |
| Feb 2011 | $95.3M | $94.6M | $720K | 10 | -- |
| Jun 2010 | $95.3M | $94.6M | $720K | 10 | -- |
| Apr 2010 | $84.3M | $83.6M | $655K | 10 | -- |
| Jan 2010 | $69M | $68M | $950K | 10 | -- |
| Jan 2010 | $69M | $68M | $950K | 10 | -- |
| Oct 2009 | $62.4M | $61.4M | $950K | 10 | -- |
DateNov 2025
Total AUM$4.5B
Discretionary$3.3B
Non-Disc.$1.2B
Employees77
Clients2
DateOct 2025
Total AUM$4.5B
Discretionary$3.3B
Non-Disc.$1.2B
Employees77
Clients2
DateOct 2025
Total AUM$4.5B
Discretionary$3.3B
Non-Disc.$1.2B
Employees77
Clients2
DateOct 2025
Total AUM$4.5B
Discretionary$3.3B
Non-Disc.$1.2B
Employees77
Clients2
DateAug 2025
Total AUM$3.4B
Discretionary$2.2B
Non-Disc.$1.1B
Employees63
Clients2
DateJul 2025
Total AUM$3.4B
Discretionary$2.2B
Non-Disc.$1.1B
Employees63
Clients2
DateJun 2025
Total AUM$3.4B
Discretionary$2.2B
Non-Disc.$1.1B
Employees63
Clients2
DateMar 2025
Total AUM$3.4B
Discretionary$2.2B
Non-Disc.$1.1B
Employees63
Clients2
DateMar 2025
Total AUM$3.4B
Discretionary$2.2B
Non-Disc.$1.1B
Employees63
Clients2
DateNov 2024
Total AUM$2.8B
Discretionary$1.8B
Non-Disc.$1B
Employees57
Clients2
DateJul 2024
Total AUM$2.8B
Discretionary$1.8B
Non-Disc.$1B
Employees57
Clients2
DateApr 2024
Total AUM$2.8B
Discretionary$1.8B
Non-Disc.$1B
Employees57
Clients2
DateMar 2024
Total AUM$2.8B
Discretionary$1.8B
Non-Disc.$1B
Employees57
Clients2
DateDec 2023
Total AUM$2.3B
Discretionary$1.5B
Non-Disc.$823.9M
Employees49
Clients2
DateOct 2023
Total AUM$2.3B
Discretionary$1.5B
Non-Disc.$823.9M
Employees49
Clients2
DateMay 2023
Total AUM$2.3B
Discretionary$1.5B
Non-Disc.$823.9M
Employees49
Clients2
DateMar 2023
Total AUM$2.3B
Discretionary$1.5B
Non-Disc.$823.9M
Employees49
Clients2
DateDec 2022
Total AUM$2.2B
Discretionary$1.5B
Non-Disc.$728.3M
Employees39
Clients2
DateNov 2022
Total AUM$2.2B
Discretionary$1.5B
Non-Disc.$728.3M
Employees39
Clients2
DateSep 2022
Total AUM$2.2B
Discretionary$1.5B
Non-Disc.$728.3M
Employees39
Clients2
DateAug 2022
Total AUM$2.2B
Discretionary$1.5B
Non-Disc.$728.3M
Employees39
Clients2
DateMar 2022
Total AUM$2.2B
Discretionary$1.5B
Non-Disc.$728.3M
Employees39
Clients2
DateApr 2021
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$342.7M
Employees29
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$342.7M
Employees29
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$969.1M
Non-Disc.$337.2M
Employees26
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$969.1M
Non-Disc.$337.2M
Employees26
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$969.1M
Non-Disc.$337.2M
Employees26
Clients0
DateApr 2020
Total AUM$1.3B
Discretionary$969.1M
Non-Disc.$337.2M
Employees26
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$969.1M
Non-Disc.$337.2M
Employees26
Clients0
DateMay 2019
Total AUM$949M
Discretionary$734.7M
Non-Disc.$214.2M
Employees20
Clients0
DateMar 2019
Total AUM$949M
Discretionary$734.7M
Non-Disc.$214.2M
Employees20
Clients0
DateFeb 2019
Total AUM$949M
Discretionary$734.7M
Non-Disc.$214.2M
Employees20
Clients0
DateMar 2018
Total AUM$864M
Discretionary$705.4M
Non-Disc.$158.6M
Employees23
Clients0
DateAug 2017
Total AUM$657.8M
Discretionary$564.9M
Non-Disc.$92.9M
Employees22
Clients600
DateJul 2017
Total AUM$657.8M
Discretionary$564.9M
Non-Disc.$92.9M
Employees22
Clients600
DateApr 2017
Total AUM$657.8M
Discretionary$564.9M
Non-Disc.$92.9M
Employees22
Clients600
DateMar 2017
Total AUM$657.8M
Discretionary$564.9M
Non-Disc.$92.9M
Employees22
Clients600
DateDec 2016
Total AUM$552.2M
Discretionary$486.8M
Non-Disc.$65.4M
Employees21
Clients500
DateJul 2016
Total AUM$552.2M
Discretionary$486.8M
Non-Disc.$65.4M
Employees21
Clients500
DateApr 2016
Total AUM$552.2M
Discretionary$486.8M
Non-Disc.$65.4M
Employees21
Clients500
DateMar 2016
Total AUM$552.2M
Discretionary$486.8M
Non-Disc.$65.4M
Employees21
Clients500
DateNov 2015
Total AUM$462.8M
Discretionary$409.4M
Non-Disc.$53.3M
Employees15
Clients400
DateOct 2015
Total AUM$462.8M
Discretionary$409.4M
Non-Disc.$53.3M
Employees15
Clients400
DateAug 2015
Total AUM$462.8M
Discretionary$409.4M
Non-Disc.$53.3M
Employees15
Clients400
DateAug 2015
Total AUM$462.8M
Discretionary$409.4M
Non-Disc.$53.3M
Employees14
Clients400
DateJun 2015
Total AUM$462.8M
Discretionary$409.4M
Non-Disc.$53.3M
Employees13
Clients400
DateMar 2015
Total AUM$462.8M
Discretionary$409.4M
Non-Disc.$53.3M
Employees12
Clients400
DateJan 2015
Total AUM$463.6M
Discretionary$345.3M
Non-Disc.$118.3M
Employees11
Clients251
DateDec 2014
Total AUM$463.6M
Discretionary$345.3M
Non-Disc.$118.3M
Employees11
Clients251
DateDec 2014
Total AUM$463.6M
Discretionary$345.3M
Non-Disc.$118.3M
Employees11
Clients251
DateOct 2014
Total AUM$463.6M
Discretionary$345.3M
Non-Disc.$118.3M
Employees11
Clients251
DateJul 2014
Total AUM$463.6M
Discretionary$345.3M
Non-Disc.$118.3M
Employees11
Clients251
DateMay 2014
Total AUM$463.6M
Discretionary$345.3M
Non-Disc.$118.3M
Employees11
Clients251
DateMar 2014
Total AUM$463.6M
Discretionary$345.3M
Non-Disc.$118.3M
Employees10
Clients251
DateJan 2014
Total AUM$350.1M
Discretionary$282.4M
Non-Disc.$67.7M
Employees11
Clients251
DateNov 2013
Total AUM$350.1M
Discretionary$282.4M
Non-Disc.$67.7M
Employees11
Clients251
DateJun 2013
Total AUM$350.1M
Discretionary$282.4M
Non-Disc.$67.7M
Employees11
Clients251
DateJun 2013
Total AUM$350.1M
Discretionary$282.4M
Non-Disc.$67.7M
Employees11
Clients251
DateMar 2013
Total AUM$350.1M
Discretionary$282.4M
Non-Disc.$67.7M
Employees11
Clients251
DateNov 2012
Total AUM$257.5M
Discretionary$235M
Non-Disc.$22.5M
Employees12
Clients232
DateOct 2012
Total AUM$257.5M
Discretionary$235M
Non-Disc.$22.5M
Employees6
Clients232
DateAug 2012
Total AUM$257.5M
Discretionary$235M
Non-Disc.$22.5M
Employees6
Clients232
DateJun 2012
Total AUM$257.5M
Discretionary$235M
Non-Disc.$22.5M
Employees6
Clients232
DateApr 2012
Total AUM$257.5M
Discretionary$235M
Non-Disc.$22.5M
Employees6
Clients232
DateMar 2012
Total AUM$257.5M
Discretionary$235M
Non-Disc.$22.5M
Employees6
Clients232
DateApr 2011
Total AUM$132M
Discretionary$130.9M
Non-Disc.$1.1M
Employees10
Clients--
DateMar 2011
Total AUM$132M
Discretionary$130.9M
Non-Disc.$1.1M
Employees10
Clients--
DateFeb 2011
Total AUM$95.3M
Discretionary$94.6M
Non-Disc.$720K
Employees10
Clients--
DateJun 2010
Total AUM$95.3M
Discretionary$94.6M
Non-Disc.$720K
Employees10
Clients--
DateApr 2010
Total AUM$84.3M
Discretionary$83.6M
Non-Disc.$655K
Employees10
Clients--
DateJan 2010
Total AUM$69M
Discretionary$68M
Non-Disc.$950K
Employees10
Clients--
DateJan 2010
Total AUM$69M
Discretionary$68M
Non-Disc.$950K
Employees10
Clients--
DateOct 2009
Total AUM$62.4M
Discretionary$61.4M
Non-Disc.$950K
Employees10
Clients--