Duncan Meredith is a control person of BIP Wealth and directly owns under 5% of it. Duncan Meredith holds a Bachelor of Arts in Psychology from Boston College.
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.
Duncan Meredith is Senior Vice President, Information Technology, of BIP Wealth. His prior roles include Head of DevOps at Springbot, Staff Consultant at Systems Evolution Inc., Senior Director of Infrastructure at Clearleap, and Director of Cloud Infrastructure at Cbeyond.
- CRD
- 7719045
- Firm
- BIP Wealth · CRD 143208
- Role
- CTO
- In role since
- February 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
- Firm bio
- bipwealth.com
Where does Duncan Meredith work?
Duncan Meredith has been CTO of Bip Wealth, LLC since February 2022, and is a control person of the firm.
How can I verify Duncan Meredith’s record?
Duncan Meredith’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.
