Nathan Smith is a control person of BIP Wealth and directly owns under 5% of it. Nathan Smith holds a Master of Public Administration from the University of Georgia and a Bachelor of Arts from Virginia Military Institute.
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.
Nate Smith is Chief Operating Officer of BIP Wealth. He spent more than six years supporting the BIP Wealth team. His earlier career includes seven years as a Marine infantry officer, including two tours in Iraq, and nine years as a national nonprofit executive helping veterans find meaningful careers.
- CRD
- 7719042
- Firm
- BIP Wealth · CRD 143208
- Role
- COO
- In role since
- June 2019 · 7 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 Nathan Smith work?
Nathan Smith has been COO of Bip Wealth, LLC since June 2019, and is a control person of the firm.
How can I verify Nathan Smith’s record?
Nathan Smith’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.
