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BIP ALLIANCE, LLC

ATLANTA, GA · CRD 330528 · IAPD ↗ · bipwealth.com · 404-495-5230

$328.1MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — BIP ALLIANCE, LLC (ATLANTA, GA) left the SEC roster (was $328.1M RAUM, 4 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
68
September 2024 — BIP ALLIANCE, LLC now reports custody of client assets ($56.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
September 2024 — BIP ALLIANCE, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
September 2024 — BIP ALLIANCE, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
May 2024 — BIP ALLIANCE, LLC (ATLANTA, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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