BIP Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars. Financial planning was provided to 3,000 clients last fiscal year. The firm advises 2 private funds.
BIP Wealth reports 3,146 clients. They include 1,566 high-net-worth individuals, 1,542 individual clients, and 25 corporations and other businesses. Of its assets, 76.6% ($4.05B across 15,303 accounts) are managed with discretion; $1.24B across 2,088 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.26B. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 8% |
| High-net-worth individuals | 50% | 91% |
| Pension and profit-sharing plans | <1% | 0% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,542 | $421M | 8.0% | $273K |
| High-net-worth individuals | 1,566 | $4.82B | 91.2% | $3.08M |
| Pension and profit-sharing plans | 9 | $0 | 0.0% | $0 |
| Charitable organizations | Fewer than 5 | $4.35M | 0.1% | $1.09M |
| Corporations and other businesses | 25 | $41M | 0.8% | $1.64M |
| Total | 3,146 | $5.29B | 100% | — |
- Clients
- 1,542
- Regulatory AUM
- $421M
- AUM share
- 8.0%
- Avg. per client
- $273K
- Clients
- 1,566
- Regulatory AUM
- $4.82B
- AUM share
- 91.2%
- Avg. per client
- $3.08M
- Clients
- 9
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
- Clients
- Fewer than 5
- Regulatory AUM
- $4.35M
- AUM share
- 0.1%
- Avg. per client
- $1.09M
- Clients
- 25
- Regulatory AUM
- $41M
- AUM share
- 0.8%
- Avg. per client
- $1.64M
Total
- Clients
- 3,146
- Regulatory AUM
- $5.29B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 3000
BIP Wealth charges 0.25%–1.50% a year for its Asset Management Fees. The fee is negotiable and has a $4,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consulting and Tax Services
- Specific consulting projects and tax-return preparation by a CPA are charged a flat rate or another basis agreed at engagement.
Bip Managing Partner, LLC owns 25% to 50% of BIP Wealth and is in turn owned by Mark Buffington (50–75%) and William Harris (50–75%). It has 88 employees, 48 of them in advisory roles.
Leadership
Darrick AlfordCFO / CCO
Eric CramerCIO
William HarrisCo-Founder / CEO
Nathan SmithCOO
Investment adviser representatives
62 representatives listed in the SEC register as of 9 October 2026.
- Ashley Lynn Arrington
- John Edward Barone
- Dennis A. Booker JR
- Jesse-Jelle Boot
- Lori Lynn Boykin
- Michael Scott Brocker
- Andrew Lee Bunch
- Melissa Bunson
- Andrew Wright Byers
- Hayes Preston Chamblee
- George Chen
- Karen Lee Chermak
- James Clinton Clark III
- Andrew Massey Cole
- Daniel M Corr
- Michel Cowdery
- Charles Allen Crowley IV
- Thomas Edward Day JR.
- Dylan Ryan Dennis
- Sean Michael Devine
- Matthew Aaron Edmiston
- Chad Joseph Edwards
- Emily Fleming
- Howard McMonagle Fleming
- John Harrington Giesler
- Jeffrey Scott Grossman
- Matthew Hand
- Patrick Hardie
- Mikhail Osborne Harmon
- Jeremy Ryan Hermida
- Xavier Abraham Herschberg
- John Hester
- Ross Allen Hughes
- Scott Huneycutt Levy
- Rex Phillip Macey
- Andrew Malone
- Steven Frank Manfredonia
- Marcia Marie Mayoue
- Ryan C Merriman
- James Robert Money JR
- Paul Timothy Money
- Chase Raymond Murray
- Mark Allen Parker
- Elizabeth Ann Patterson
- Mason Lee Porritt
- Andrew James Prehmus
- Warren Dean Prehmus
- John Marvin Ray
- Aron Robert Riddle
- Forrest Ivey Robertson III
- Kyle Allen Schmidt
- John Phillip Scott
- Patrick Ryan Self
- Michael Fred Sorrow Jr.
- Matthew Mitchell Speed
- Alfredo Valverde Salazar
- Kevin S. Walker
- Taylor Nolan Williams
- Justin Tyler Yost
- Charles Joseph Young
Staff
- 88 employees
- 48 in advisory functions
- 52 state-registered reps
- 5 broker-dealer reps
- 5 insurance agents
- 2 soliciting firms
- Owns 25% to 50% of Bip Wealth, LLC
Bip Managing Partner, LLC
Control person · since May 2007
- Owns 50% to 75% of Bip Managing Partner, LLC
Mark Buffington
Control person · since May 2007
- Owns 50% to 75% of Bip Managing Partner, LLC
William Harris
Control person · since May 2007
- Owns 10% to 25% of Bip Wealth, LLC
CWC Orion Investor, LLC
since February 2026
- Owns 75% or more of CWC Orion Investor, LLC
Constellation Wealth Capital Fund II, LP
Control person · since January 2026
Constellation Wealth Capital Fund II, GP, LLC
General partner · Control person · since April 2023
- Owns 10% to 25% of Bip Wealth, LLC
Bip Advisor Holdings, LLC
since October 2025
- Owns 75% or more of Bip Advisor Holdings, LLC
Prehmus Financial Partners, Inc
Control person · since October 2025
- Owns 25% to 50% of Prehmus Financial Partners, Inc
Warren Prehmus
Control person · since February 2015
BIP Wealth’s regulatory assets grew 3.4× from $1.56B (April 2021) to $5.29B (September 2026); clients rose from 838 to 3,146 and employees from 29 to 88. In 2026, Red Tortoise ($323M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $5.29B | 3,146 | 88 | 5 |
| July 2025 | $3.36B | 1,690 | 63 | 4 |
| July 2024 | $2.83B | 1,444 | 57 | 3 |
| May 2023 | $2.31B | 1,172 | 49 | 3 |
| March 2022 | $2.2B | 982 | 39 | 2 |
| April 2021 | $1.56B | 838 | 29 | 2 |
Firms that joined
20261 joined
- Red TortoiseLast filed AUM $323M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, BIP Wealth has 4 offices, with 5 listed addresses in Georgia and Tennessee.
Georgia · 4 listed addresses
- 3575 Piedmont RD, Ne, BLDG 15, Suite 730, AtlantaHQ
- 2500 Northwinds Parkway, Alpharetta
- 2101 Brookstone Centre Pkwy, Columbus
- 3930 East Jones Bridge Road, Peachtree Corners
Tennessee · 1 listed address
- 1222 Demonbreun Street, Nashville
Other business names
BIP Wealth has reported 1 other business name to the SEC.
- Prehmus Financial
Contact and registration details
- Legal name
- Bip Wealth, LLC
- Headquarters
- 3575 Piedmont RD, Ne, BLDG 15, Suite 730, Atlanta, GA 30305
- Website
- bipwealth.com
- Phone
- 404-495-5230
- @bip-wealth
- SEC file
- 801-68882
- Structure
- Georgia LLC
- Fiscal year end
- December
BIP Wealth uses Charles Schwab ($2.42B, 61%) and Fidelity ($1.54B, 39%) as custodians for its separately managed accounts. BIP Wealth has custody of $81M in client assets for 343 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.54B39%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $2.42B61%
At year end, BIP Wealth’s separately managed accounts were mostly in stocks (54%) and funds (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.52B across 560 positions; the largest are State Str SPDR S&P 500 ETF T (10.7%), Wisdomtree TR (7.9%) and Vanguard Index Fds (5.3%).
What the accounts hold
- Stocks54%
- Funds32%
- Registered funds17%
- Pooled vehicles15%
- Bonds3%
- Cash2%
- Other9%
- (xii) private investments in single asset llcs9%
Reported 13F holdings
- $3.52B
- Reported 13F value
- 560
- Positions
- 40.1%
- In the 10 largest
- +43.4%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit10.7%
- Wisdomtree TR · Floatng Rat Trea7.9%
- Vanguard Index Fds · S&P 500 ETF Shs5.3%
- Vanguard Index Fds · Total Stk Mkt4.0%
- Vanguard Index Fds · Value ETF3.2%
- iShares TR · Trs Flt RT BD2.2%
- iShares TR · MSCI Eafe ETF2.0%
- Vanguard Intl Equity Index F · TT Wrld ST ETF1.8%
- Vanguard Intl Equity Index F · Allwrld EX US1.6%
- SPDR Series Trust · ST Shor Corp. ETF1.5%
Together, the ten largest are 40.1% of reported value.
How many clients does BIP Wealth have?
BIP Wealth has 3,146 clients and manages $5.29 billion for them, as of September 2026. They include 1,566 high-net-worth individuals, 1,542 individual clients, and 25 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does BIP Wealth offer?
BIP Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does BIP Wealth charge?
BIP Wealth charges 0.25%–1.50% a year for its Asset Management Fees. The fee is negotiable and has a $4,000 annual minimum.
Which custodians does BIP Wealth use?
BIP Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.42B and Fidelity Brokerage Services LLC (Smithfield, RI), with $1.54B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does BIP Wealth have?
BIP Wealth has 52 investment adviser representatives registered with state securities authorities, out of 88 employees, and 48 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BIP Wealth invest in?
At the end of its last fiscal year, BIP Wealth’s separately managed accounts held 54% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 15% pooled vehicles (private funds and similar), 9% other, 3% U.S. government and agency bonds and 2% cash and equivalents. The 9% other category is described as: (Xii) Private Investments in Single Asset LLCS. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BIP Wealth?
BIP Wealth is owned through a chain of holding companies by Mark Buffington, William Harris and Warren Prehmus. Its direct owners are Bip Managing Partner, LLC, CWC Orion Investor, LLC and Bip Advisor Holdings, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does BIP Wealth get paid?
BIP Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is BIP Wealth registered with the SEC?
Yes, BIP Wealth has been registered with the SEC as an investment adviser since 20 February 2008. Its CRD number is 143208 and its SEC file number is 801-68882.
Source: Form ADV Part 1A, Item 1, filed 25 September 2026; IAPD firm record
How do I contact BIP Wealth?
BIP Wealth’s main office is at 3575 Piedmont RD, Ne, BLDG 15, Suite 730, Atlanta, GA 30305. Its phone number is 404-495-5230. Its website is bipwealth.com.