BIP WEALTH, LLC

ATLANTA, Georgia·2 registered advisors·CRD# 143208
SEC# 801-688822404-495-5230
01

Firm Overview

AUM
$2.8B
Regulatory assets under management
Employees
57
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BIP WEALTH, LLC

2 registered advisors
Eric Arnold Cramer
ATLANTA, Georgia
CFPCFA
Robert Glenn Pennington
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. BIP WEALTH, LLC (CRD# 143208) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.