BIP WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$5,287,991,188
Discretionary
$4,051,192,266
Non-discretionary
$1,236,798,922
Firm details
- CRD number
- 143208
- SEC file number
- 801-68882
- Main office
- ATLANTA, GA, United States
- Employees
- 88
- SEC status
- Approved
- Website
- https://prehmusfinancial.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.