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BISON WEALTH, LLC

ATLANTA, GA · CRD 165931 · IAPD ↗ · bisonwealth.com · 404-841-2224

$1.61BRegulatory AUM
34Advisory reps
47Employees
0Clients
101-250Planning clients
0Private funds
25States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — BISON WEALTH, LLC (ATLANTA, GA) left the SEC roster (was $1.61B RAUM, 34 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
51
June 2024 — BISON WEALTH, LLC notice-filed in CO, MO, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2024 — BISON WEALTH, LLC added office(s): 23 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — BISON WEALTH, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — BISON WEALTH, LLC added office(s): 22 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — BISON WEALTH, LLC reported RAUM up 32% ($1.22B -> $1.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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