BISON WEALTH, LLC
CRD #165931 SEC #801-78287 ATLANTA, GA 404-841-2224
SEC Registered Disclosures
Total AUM
$1.6B
Discretionary
$1.6B
Employees
47
Clients
101
Accounts
4,347
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2024 | $1.6B | $1.6B | $46K | 47 | 0 |
| Oct 2024 | $1.6B | $1.6B | $46K | 47 | 0 |
| Sep 2024 | $1.6B | $1.6B | $46K | 47 | 0 |
| Aug 2024 | $1.6B | $1.6B | $46K | 47 | 0 |
| May 2024 | $1.6B | $1.6B | $46K | 47 | 0 |
| Mar 2024 | $1.6B | $1.6B | $46K | 47 | 0 |
| Jan 2024 | $1.2B | $1.2B | $0 | 42 | 2,777 |
| Oct 2023 | $1.2B | $1.2B | $0 | 42 | 2,777 |
| Jul 2023 | $1.2B | $1.2B | $0 | 42 | 2,777 |
| Apr 2023 | $1.2B | $1.2B | $0 | 42 | 2,777 |
| Mar 2023 | $1.2B | $1.2B | $0 | 42 | 2,777 |
| Jan 2023 | $576.1M | $573.5M | $2.6M | 13 | 0 |
| Jan 2023 | $576.1M | $573.5M | $2.6M | 13 | 0 |
| Aug 2022 | $576.1M | $573.5M | $2.6M | 13 | 0 |
| Aug 2022 | $576.1M | $573.5M | $2.6M | 13 | 0 |
| Aug 2022 | $576.1M | $573.5M | $2.6M | 13 | 0 |
| Jun 2022 | $576.1M | $573.5M | $2.6M | 13 | 0 |
| May 2022 | $576.1M | $573.5M | $2.6M | 13 | 0 |
| Apr 2022 | $576.1M | $573.5M | $2.6M | 13 | 0 |
| Apr 2022 | $576.1M | $573.5M | $2.6M | 13 | 0 |
| Mar 2022 | $576.1M | $573.5M | $2.6M | 13 | 0 |
| Jan 2022 | $701.1M | $624.9M | $76.3M | 25 | 0 |
| Oct 2021 | $701.1M | $624.9M | $76.3M | 25 | 0 |
| Sep 2021 | $701.1M | $624.9M | $76.3M | 25 | 0 |
| Apr 2021 | $701.1M | $624.9M | $76.3M | 25 | 0 |
| Apr 2021 | $701.1M | $624.9M | $76.3M | 25 | 0 |
| Mar 2021 | $701.1M | $624.9M | $76.3M | 25 | 0 |
| Feb 2021 | $3.4B | $713.1M | $2.6B | 30 | 0 |
| Jun 2020 | $3.4B | $713.1M | $2.6B | 30 | 0 |
| Jun 2020 | $3.4B | $713.1M | $2.6B | 30 | 0 |
| May 2020 | $3.4B | $713.1M | $2.6B | 30 | 0 |
| May 2020 | $3.4B | $713.1M | $2.6B | 30 | 0 |
| Apr 2020 | $3.4B | $713.1M | $2.6B | 30 | 0 |
| Mar 2020 | $3.4B | $713.1M | $2.6B | 30 | 0 |
| Oct 2019 | $2.8B | $561.7M | $2.2B | 26 | 0 |
| Sep 2019 | $2.8B | $561.7M | $2.2B | 26 | 0 |
| Aug 2019 | $2.8B | $561.7M | $2.2B | 26 | 0 |
| Jul 2019 | $2.8B | $561.7M | $2.2B | 26 | 0 |
| Apr 2019 | $2.8B | $561.7M | $2.2B | 26 | 0 |
| Mar 2019 | $2.8B | $561.7M | $2.2B | 26 | 0 |
| Feb 2019 | $2.9B | $523.7M | $2.4B | 25 | 0 |
| Mar 2018 | $2.9B | $523.7M | $2.4B | 25 | 0 |
| Nov 2017 | $2.6B | $497.4M | $2.1B | 25 | 0 |
| Jul 2017 | $2.6B | $497.4M | $2.1B | 25 | 1,200 |
| Mar 2017 | $2.6B | $497.4M | $2.1B | 25 | 1,200 |
| Dec 2016 | $2.1B | $506M | $1.6B | 25 | 1,200 |
| Nov 2016 | $2.1B | $506M | $1.6B | 25 | 1,200 |
| Sep 2016 | $2.1B | $506M | $1.6B | 29 | 1,200 |
| Sep 2016 | $2.1B | $506M | $1.6B | 29 | 1,200 |
| Jul 2016 | $2.1B | $506M | $1.6B | 29 | 1,200 |
| Jun 2016 | $2.1B | $506M | $1.6B | 29 | 1,200 |
| May 2016 | $2.1B | $506M | $1.6B | 29 | 1,200 |
| Apr 2016 | $2.1B | $506M | $1.6B | 29 | 1,200 |
| Mar 2016 | $2.1B | $506M | $1.6B | 29 | 1,200 |
| Feb 2016 | $600.6M | $437M | $163.7M | 32 | 1,200 |
| Jan 2016 | $600.6M | $437M | $163.7M | 32 | 1,200 |
| Oct 2015 | $600.6M | $437M | $163.7M | 32 | 1,200 |
| Sep 2015 | $600.6M | $437M | $163.7M | 32 | 1,200 |
| Sep 2015 | $600.6M | $437M | $163.7M | 32 | 1,200 |
| Jun 2015 | $600.6M | $437M | $163.7M | 32 | 1,200 |
| Apr 2015 | $600.6M | $437M | $163.7M | 32 | 1,200 |
| Apr 2015 | $600.6M | $437M | $163.7M | 32 | 1,200 |
| Jan 2015 | $417.9M | $395.6M | $22.3M | 25 | 900 |
| Nov 2014 | $417.9M | $395.6M | $22.3M | 25 | 900 |
| Oct 2014 | $417.9M | $395.6M | $22.3M | 25 | 900 |
| Jul 2014 | $417.9M | $395.6M | $22.3M | 25 | 900 |
| May 2014 | $417.9M | $395.6M | $22.3M | 25 | 900 |
| Mar 2014 | $417.9M | $395.6M | $22.3M | 24 | 900 |
| Mar 2014 | $417.9M | $395.6M | $22.3M | 24 | 900 |
| Jan 2014 | $124M | $120.8M | $3.2M | 13 | 0 |
| Nov 2013 | $124M | $120.8M | $3.2M | 13 | 0 |
| Oct 2013 | $124M | $120.8M | $3.2M | 13 | 0 |
| Sep 2013 | $124M | $120.8M | $3.2M | 13 | 0 |
| Sep 2013 | $124M | $120.8M | $3.2M | 13 | 0 |
| Aug 2013 | $124M | $120.8M | $3.2M | 13 | 0 |
| Jul 2013 | $124M | $120.8M | $3.2M | 13 | 0 |
| Jun 2013 | $124M | $120.8M | $3.2M | 13 | 0 |
| Mar 2013 | $0 | $0 | $0 | 1 | 0 |
| Mar 2013 | $0 | $0 | $0 | 1 | 0 |
| Dec 2012 | $0 | $0 | $0 | 6 | 0 |
| Nov 2012 | $0 | $0 | $0 | 6 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
DateNov 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46K
Employees47
Clients0
DateOct 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46K
Employees47
Clients0
DateSep 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46K
Employees47
Clients0
DateAug 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46K
Employees47
Clients0
DateMay 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46K
Employees47
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46K
Employees47
Clients0
DateJan 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2,777
DateOct 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2,777
DateJul 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2,777
DateApr 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2,777
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees42
Clients2,777
DateJan 2023
Total AUM$576.1M
Discretionary$573.5M
Non-Disc.$2.6M
Employees13
Clients0
DateJan 2023
Total AUM$576.1M
Discretionary$573.5M
Non-Disc.$2.6M
Employees13
Clients0
DateAug 2022
Total AUM$576.1M
Discretionary$573.5M
Non-Disc.$2.6M
Employees13
Clients0
DateAug 2022
Total AUM$576.1M
Discretionary$573.5M
Non-Disc.$2.6M
Employees13
Clients0
DateAug 2022
Total AUM$576.1M
Discretionary$573.5M
Non-Disc.$2.6M
Employees13
Clients0
DateJun 2022
Total AUM$576.1M
Discretionary$573.5M
Non-Disc.$2.6M
Employees13
Clients0
DateMay 2022
Total AUM$576.1M
Discretionary$573.5M
Non-Disc.$2.6M
Employees13
Clients0
DateApr 2022
Total AUM$576.1M
Discretionary$573.5M
Non-Disc.$2.6M
Employees13
Clients0
DateApr 2022
Total AUM$576.1M
Discretionary$573.5M
Non-Disc.$2.6M
Employees13
Clients0
DateMar 2022
Total AUM$576.1M
Discretionary$573.5M
Non-Disc.$2.6M
Employees13
Clients0
DateJan 2022
Total AUM$701.1M
Discretionary$624.9M
Non-Disc.$76.3M
Employees25
Clients0
DateOct 2021
Total AUM$701.1M
Discretionary$624.9M
Non-Disc.$76.3M
Employees25
Clients0
DateSep 2021
Total AUM$701.1M
Discretionary$624.9M
Non-Disc.$76.3M
Employees25
Clients0
DateApr 2021
Total AUM$701.1M
Discretionary$624.9M
Non-Disc.$76.3M
Employees25
Clients0
DateApr 2021
Total AUM$701.1M
Discretionary$624.9M
Non-Disc.$76.3M
Employees25
Clients0
DateMar 2021
Total AUM$701.1M
Discretionary$624.9M
Non-Disc.$76.3M
Employees25
Clients0
DateFeb 2021
Total AUM$3.4B
Discretionary$713.1M
Non-Disc.$2.6B
Employees30
Clients0
DateJun 2020
Total AUM$3.4B
Discretionary$713.1M
Non-Disc.$2.6B
Employees30
Clients0
DateJun 2020
Total AUM$3.4B
Discretionary$713.1M
Non-Disc.$2.6B
Employees30
Clients0
DateMay 2020
Total AUM$3.4B
Discretionary$713.1M
Non-Disc.$2.6B
Employees30
Clients0
DateMay 2020
Total AUM$3.4B
Discretionary$713.1M
Non-Disc.$2.6B
Employees30
Clients0
DateApr 2020
Total AUM$3.4B
Discretionary$713.1M
Non-Disc.$2.6B
Employees30
Clients0
DateMar 2020
Total AUM$3.4B
Discretionary$713.1M
Non-Disc.$2.6B
Employees30
Clients0
DateOct 2019
Total AUM$2.8B
Discretionary$561.7M
Non-Disc.$2.2B
Employees26
Clients0
DateSep 2019
Total AUM$2.8B
Discretionary$561.7M
Non-Disc.$2.2B
Employees26
Clients0
DateAug 2019
Total AUM$2.8B
Discretionary$561.7M
Non-Disc.$2.2B
Employees26
Clients0
DateJul 2019
Total AUM$2.8B
Discretionary$561.7M
Non-Disc.$2.2B
Employees26
Clients0
DateApr 2019
Total AUM$2.8B
Discretionary$561.7M
Non-Disc.$2.2B
Employees26
Clients0
DateMar 2019
Total AUM$2.8B
Discretionary$561.7M
Non-Disc.$2.2B
Employees26
Clients0
DateFeb 2019
Total AUM$2.9B
Discretionary$523.7M
Non-Disc.$2.4B
Employees25
Clients0
DateMar 2018
Total AUM$2.9B
Discretionary$523.7M
Non-Disc.$2.4B
Employees25
Clients0
DateNov 2017
Total AUM$2.6B
Discretionary$497.4M
Non-Disc.$2.1B
Employees25
Clients0
DateJul 2017
Total AUM$2.6B
Discretionary$497.4M
Non-Disc.$2.1B
Employees25
Clients1,200
DateMar 2017
Total AUM$2.6B
Discretionary$497.4M
Non-Disc.$2.1B
Employees25
Clients1,200
DateDec 2016
Total AUM$2.1B
Discretionary$506M
Non-Disc.$1.6B
Employees25
Clients1,200
DateNov 2016
Total AUM$2.1B
Discretionary$506M
Non-Disc.$1.6B
Employees25
Clients1,200
DateSep 2016
Total AUM$2.1B
Discretionary$506M
Non-Disc.$1.6B
Employees29
Clients1,200
DateSep 2016
Total AUM$2.1B
Discretionary$506M
Non-Disc.$1.6B
Employees29
Clients1,200
DateJul 2016
Total AUM$2.1B
Discretionary$506M
Non-Disc.$1.6B
Employees29
Clients1,200
DateJun 2016
Total AUM$2.1B
Discretionary$506M
Non-Disc.$1.6B
Employees29
Clients1,200
DateMay 2016
Total AUM$2.1B
Discretionary$506M
Non-Disc.$1.6B
Employees29
Clients1,200
DateApr 2016
Total AUM$2.1B
Discretionary$506M
Non-Disc.$1.6B
Employees29
Clients1,200
DateMar 2016
Total AUM$2.1B
Discretionary$506M
Non-Disc.$1.6B
Employees29
Clients1,200
DateFeb 2016
Total AUM$600.6M
Discretionary$437M
Non-Disc.$163.7M
Employees32
Clients1,200
DateJan 2016
Total AUM$600.6M
Discretionary$437M
Non-Disc.$163.7M
Employees32
Clients1,200
DateOct 2015
Total AUM$600.6M
Discretionary$437M
Non-Disc.$163.7M
Employees32
Clients1,200
DateSep 2015
Total AUM$600.6M
Discretionary$437M
Non-Disc.$163.7M
Employees32
Clients1,200
DateSep 2015
Total AUM$600.6M
Discretionary$437M
Non-Disc.$163.7M
Employees32
Clients1,200
DateJun 2015
Total AUM$600.6M
Discretionary$437M
Non-Disc.$163.7M
Employees32
Clients1,200
DateApr 2015
Total AUM$600.6M
Discretionary$437M
Non-Disc.$163.7M
Employees32
Clients1,200
DateApr 2015
Total AUM$600.6M
Discretionary$437M
Non-Disc.$163.7M
Employees32
Clients1,200
DateJan 2015
Total AUM$417.9M
Discretionary$395.6M
Non-Disc.$22.3M
Employees25
Clients900
DateNov 2014
Total AUM$417.9M
Discretionary$395.6M
Non-Disc.$22.3M
Employees25
Clients900
DateOct 2014
Total AUM$417.9M
Discretionary$395.6M
Non-Disc.$22.3M
Employees25
Clients900
DateJul 2014
Total AUM$417.9M
Discretionary$395.6M
Non-Disc.$22.3M
Employees25
Clients900
DateMay 2014
Total AUM$417.9M
Discretionary$395.6M
Non-Disc.$22.3M
Employees25
Clients900
DateMar 2014
Total AUM$417.9M
Discretionary$395.6M
Non-Disc.$22.3M
Employees24
Clients900
DateMar 2014
Total AUM$417.9M
Discretionary$395.6M
Non-Disc.$22.3M
Employees24
Clients900
DateJan 2014
Total AUM$124M
Discretionary$120.8M
Non-Disc.$3.2M
Employees13
Clients0
DateNov 2013
Total AUM$124M
Discretionary$120.8M
Non-Disc.$3.2M
Employees13
Clients0
DateOct 2013
Total AUM$124M
Discretionary$120.8M
Non-Disc.$3.2M
Employees13
Clients0
DateSep 2013
Total AUM$124M
Discretionary$120.8M
Non-Disc.$3.2M
Employees13
Clients0
DateSep 2013
Total AUM$124M
Discretionary$120.8M
Non-Disc.$3.2M
Employees13
Clients0
DateAug 2013
Total AUM$124M
Discretionary$120.8M
Non-Disc.$3.2M
Employees13
Clients0
DateJul 2013
Total AUM$124M
Discretionary$120.8M
Non-Disc.$3.2M
Employees13
Clients0
DateJun 2013
Total AUM$124M
Discretionary$120.8M
Non-Disc.$3.2M
Employees13
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0