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BIP WEALTH, LLC

ATLANTA, GA · CRD 143208 · IAPD ↗ · prehmusfinancial.com · 404-495-5230

$5.29BRegulatory AUM
48Advisory reps
88Employees
2Clients
More than 500Planning clients
2Private funds
37States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — BIP WEALTH, LLC notice-filed in AR, IN, MN, MS, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
82
April 2026 — BIP WEALTH, LLC grew from 36 to 48 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — BIP WEALTH, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — BIP WEALTH, LLC notice-filed in IA, MA, MI, MO, MT, ND, NE, NH, OR, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
December 2025 — BIP WEALTH, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
66
December 2025 — BIP WEALTH, LLC reported RAUM up 33% ($3.36B -> $4.46B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
December 2025 — BIP WEALTH, LLC grew from 27 to 36 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
August 2025 — BIP WEALTH, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
December 2024 — BIP WEALTH, LLC notice-filed in ID, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — BIP WEALTH, LLC notice-filed in DC, KY, NJ, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
April 2024 — BIP WEALTH, LLC grew from 21 to 27 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.