BISON WEALTH, LLC
CRD #299805 SEC #801-114547 ATLANTA, GA 404-841-2224
SEC Registered Disclosures
Total AUM
$2.8B
Discretionary
$2.6B
Employees
78
Clients
101
Accounts
9,112
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.8B | $2.6B | $164.7M | 78 | 0 |
| Jan 2025 | $2.8B | $2.6B | $164.7M | 78 | 0 |
| Jan 2025 | $2.8B | $2.2B | $573.7M | 78 | 0 |
| Sep 2024 | $1.2B | $582.9M | $574.1M | 39 | 0 |
| Jun 2024 | $1.2B | $582.9M | $574.1M | 39 | 0 |
| Jun 2024 | $1.2B | $582.9M | $574.1M | 39 | 0 |
| Apr 2024 | $1.2B | $582.9M | $574.1M | 39 | 0 |
| Mar 2024 | $1.2B | $582.9M | $574.1M | 39 | 0 |
| Feb 2024 | $1.4B | $1.1B | $216.8M | 39 | 0 |
| Jan 2024 | $1.4B | $1.1B | $216.8M | 39 | 0 |
| Dec 2023 | $1.4B | $1.1B | $216.8M | 39 | 0 |
| Aug 2023 | $1.4B | $1.1B | $216.8M | 39 | 0 |
| Aug 2023 | $1.4B | $1.1B | $216.8M | 39 | 0 |
| Mar 2023 | $454.3M | $283.7M | $170.6M | 15 | 0 |
| Sep 2022 | $546.4M | $318.2M | $228.2M | 20 | 0 |
| Aug 2022 | $546.4M | $318.2M | $228.2M | 20 | 0 |
| Jul 2022 | $872.5M | $359.3M | $513.1M | 20 | 0 |
| Jun 2022 | $872.5M | $359.3M | $513.1M | 20 | 0 |
| Apr 2022 | $872.5M | $359.3M | $513.1M | 20 | 0 |
| Apr 2022 | $872.5M | $359.3M | $513.1M | 20 | 0 |
| Mar 2022 | $872.5M | $359.3M | $513.1M | 20 | 0 |
| Mar 2022 | $307.1M | $172.5M | $134.6M | 11 | 0 |
| Oct 2021 | $307.1M | $172.5M | $134.6M | 11 | 0 |
| Sep 2021 | $307.1M | $172.5M | $134.6M | 11 | 0 |
| Aug 2021 | $307.1M | $172.5M | $134.6M | 11 | 0 |
| May 2021 | $307.1M | $172.5M | $134.6M | 11 | 0 |
| Apr 2021 | $307.1M | $172.5M | $134.6M | 11 | 0 |
| Apr 2021 | $307.1M | $172.5M | $134.6M | 8 | 0 |
| Feb 2021 | $307.1M | $172.5M | $134.6M | 7 | 0 |
| Jun 2020 | $158.5M | $64.2M | $94.3M | 7 | 0 |
| May 2020 | $158.5M | $64.2M | $94.3M | 7 | 0 |
| Mar 2020 | $158.5M | $64.2M | $94.3M | 7 | 0 |
| Oct 2019 | $141.5M | $49.4M | $92.1M | 6 | 0 |
| Aug 2019 | $141.5M | $49.4M | $92.1M | 6 | 0 |
| May 2019 | $141.5M | $49.4M | $92.1M | 6 | 0 |
| May 2019 | $141.5M | $49.4M | $92.1M | 6 | 0 |
| Feb 2019 | $0 | $0 | $0 | 6 | 0 |
| Dec 2018 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$164.7M
Employees78
Clients0
DateJan 2025
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$164.7M
Employees78
Clients0
DateJan 2025
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$573.7M
Employees78
Clients0
DateSep 2024
Total AUM$1.2B
Discretionary$582.9M
Non-Disc.$574.1M
Employees39
Clients0
DateJun 2024
Total AUM$1.2B
Discretionary$582.9M
Non-Disc.$574.1M
Employees39
Clients0
DateJun 2024
Total AUM$1.2B
Discretionary$582.9M
Non-Disc.$574.1M
Employees39
Clients0
DateApr 2024
Total AUM$1.2B
Discretionary$582.9M
Non-Disc.$574.1M
Employees39
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$582.9M
Non-Disc.$574.1M
Employees39
Clients0
DateFeb 2024
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$216.8M
Employees39
Clients0
DateJan 2024
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$216.8M
Employees39
Clients0
DateDec 2023
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$216.8M
Employees39
Clients0
DateAug 2023
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$216.8M
Employees39
Clients0
DateAug 2023
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$216.8M
Employees39
Clients0
DateMar 2023
Total AUM$454.3M
Discretionary$283.7M
Non-Disc.$170.6M
Employees15
Clients0
DateSep 2022
Total AUM$546.4M
Discretionary$318.2M
Non-Disc.$228.2M
Employees20
Clients0
DateAug 2022
Total AUM$546.4M
Discretionary$318.2M
Non-Disc.$228.2M
Employees20
Clients0
DateJul 2022
Total AUM$872.5M
Discretionary$359.3M
Non-Disc.$513.1M
Employees20
Clients0
DateJun 2022
Total AUM$872.5M
Discretionary$359.3M
Non-Disc.$513.1M
Employees20
Clients0
DateApr 2022
Total AUM$872.5M
Discretionary$359.3M
Non-Disc.$513.1M
Employees20
Clients0
DateApr 2022
Total AUM$872.5M
Discretionary$359.3M
Non-Disc.$513.1M
Employees20
Clients0
DateMar 2022
Total AUM$872.5M
Discretionary$359.3M
Non-Disc.$513.1M
Employees20
Clients0
DateMar 2022
Total AUM$307.1M
Discretionary$172.5M
Non-Disc.$134.6M
Employees11
Clients0
DateOct 2021
Total AUM$307.1M
Discretionary$172.5M
Non-Disc.$134.6M
Employees11
Clients0
DateSep 2021
Total AUM$307.1M
Discretionary$172.5M
Non-Disc.$134.6M
Employees11
Clients0
DateAug 2021
Total AUM$307.1M
Discretionary$172.5M
Non-Disc.$134.6M
Employees11
Clients0
DateMay 2021
Total AUM$307.1M
Discretionary$172.5M
Non-Disc.$134.6M
Employees11
Clients0
DateApr 2021
Total AUM$307.1M
Discretionary$172.5M
Non-Disc.$134.6M
Employees11
Clients0
DateApr 2021
Total AUM$307.1M
Discretionary$172.5M
Non-Disc.$134.6M
Employees8
Clients0
DateFeb 2021
Total AUM$307.1M
Discretionary$172.5M
Non-Disc.$134.6M
Employees7
Clients0
DateJun 2020
Total AUM$158.5M
Discretionary$64.2M
Non-Disc.$94.3M
Employees7
Clients0
DateMay 2020
Total AUM$158.5M
Discretionary$64.2M
Non-Disc.$94.3M
Employees7
Clients0
DateMar 2020
Total AUM$158.5M
Discretionary$64.2M
Non-Disc.$94.3M
Employees7
Clients0
DateOct 2019
Total AUM$141.5M
Discretionary$49.4M
Non-Disc.$92.1M
Employees6
Clients0
DateAug 2019
Total AUM$141.5M
Discretionary$49.4M
Non-Disc.$92.1M
Employees6
Clients0
DateMay 2019
Total AUM$141.5M
Discretionary$49.4M
Non-Disc.$92.1M
Employees6
Clients0
DateMay 2019
Total AUM$141.5M
Discretionary$49.4M
Non-Disc.$92.1M
Employees6
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0