Skip to content
Darrick Alford, portrait

Darrick Alford

CFO / CCO at BIP Wealth

Firm officerUpdated

Darrick Alford has been CFO / CCO of Bip Wealth, LLC, an Atlanta, GA investment adviser managing $5.29B, since June 2022.

4
Years in role
$5.29B
Firm AUM
3,146
Firm clients
48
Firm advisers

From Form ADV filed 25 September 2026Form ADV

Career

Darrick Alford is a control person of BIP Wealth and directly owns under 5% of it. Darrick Alford holds a Master of Accounting from UNC Kenan-Flagler Business School and a Bachelor of Arts in Economics from Washington and Lee University.

BIP Wealth is an investment adviser based in Atlanta, GA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $5.29 billion, as filed on 25 September 2026. Its fees, ownership and offices are on the firm’s profile.

Darrick Alford is Chief Financial Officer of BIP Wealth. He has spent much of his career in finance leadership roles at growing technology companies. His prior roles include VP of Finance at SalesLoft, Director of Finance at Pardot, a Salesforce.com Company, and Supervisor at Mauldin & Jenkins CPAs.

Credentials

Professional designations

Listed by BIP Wealth

  • CPA

Key facts

CRD
7719037
Firm
BIP Wealth · CRD 143208
Role
CFO / CCO
In role since
June 2022 · 4 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Atlanta, GA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Darrick Alford work?

Darrick Alford has been CFO / CCO of Bip Wealth, LLC since June 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 25 September 2026

How can I verify Darrick Alford’s record?

Darrick Alford’s role is listed on Bip Wealth, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 143208.

Source: Form ADV, Schedule A, filed 25 September 2026

Leadership at BIP Wealth

Sources

  1. IAPD individual lookup, CRD 7719037, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Bip Wealth, LLC, filed 25 September 2026. Title, control and ownership bands.
  3. BIP Wealth team page. Biography, education, credentials, awards and the portrait, reproduced for identification.