BIP Wealth
BIP Wealth is a fee-only Atlanta-based RIA serving 3,100+ HNW households with holistic wealth management, private market access via affiliate BIP Ventures, and a niche Baseball Division, managing $5.5B+ in AUM across five Southeast offices.
- Company typePrivate
- Founded2007
- HeadquartersAtlanta, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What BIP Wealth does
BIP Wealth, LLC is a privately held, fee-only Registered Investment Advisor (RIA) founded in 2007 and headquartered in Atlanta, Georgia. The firm offers comprehensive wealth management services to high-net-worth individuals and families, entrepreneurs and business owners, professionals, late-career individuals, families with special needs members, and — through a dedicated Baseball Division staffed by former MLB players — professional baseball players. Its service offering spans investment management, tax planning, estate planning, special needs planning, retirement planning, and 401(k) plan design for businesses, delivered through a "Personal Wealth Advisor" model at five physical offices across Georgia (Atlanta, Alpharetta, Columbus, Peachtree Corners) and Tennessee (Nashville).
The firm's investment approach is grounded in Nobel Prize-winning academic research and is complemented by exclusive access to private market investments via affiliate BIP Ventures (a Southeast VC firm with 70+ portfolio companies) and LAGO Asset Management for private credit. Client-facing technology consists of a proprietary ClientCare portal and mobile app for portfolio viewing, document storage, and private market updates, integrated with third-party custody (Fidelity, Pershing, Schwab), reporting (Black Diamond, MainAccount), and financial planning tools (Right Capital). The firm holds SEC RIA registration and operates strictly as a fiduciary, charging no commissions.
BIP Wealth earns revenue exclusively through recurring AUM-based fees, with no commission, insurance, or product sales. Since 2024, the firm has pursued an aggressive acquisition-led growth strategy, completing three acquisitions (The Money Advisor Group in April 2024, Prehmus Financial in September 2025, and Red Tortoise in June 2026) that collectively added roughly $1.6B in AUM and pushed combined AUM past $5.5B. In February 2026, Constellation Wealth Capital made a strategic minority investment to fund continued organic and inorganic expansion across the Southeast and nationally. As of April 2026, the firm manages $5.5B+ in assets for 3,100+ households and reports a 99.1% client retention rate.
BIP Wealth firmographics
Firmographics- Name
- BIP Wealth
- Legal name
- BIP Wealth, LLC
- Website
- https://bipwealth.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- BIP Wealth is a fee-only Atlanta-based RIA serving 3,100+ HNW households with holistic wealth management, private market access via affiliate BIP Ventures, and a niche Baseball Division, managing $5.5B+ in AUM across five Southeast offices.
- Ownership category
- akta.pro rank
BIP Wealth industry classification
Industry- Product category
- Wealth Management Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Multi-Asset Mutual Funds & UCITS (Balanced/Allocation Funds) (FSAAAJAA)
Keywords
Where BIP Wealth is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
BIP Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Assets Under Management (AUM) Fees: BIP Wealth earns fees based on the amount of assets under management for clients. The firm does not sell securities or insurance and makes no commission for any product recommended. Fee-based model aligns firm incentives with client wealth growth.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based pricing scaled to assets under management |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels7 records
BIP Wealth product offering
Product offeringCore offering
BIP Wealth is a registered investment advisor that delivers holistic wealth management combining evidence-based public market portfolio management with private equity, venture capital, and private credit access. The firm pairs each client with a Personal Wealth Advisor who coordinates investment management, in-house tax planning, estate planning, special needs planning, and retirement planning services. It also operates a specialized Baseball Division serving professional MLB players and a 401(k) plan design offering for businesses.
Differentiator
Problem solved
Functional benefit
Products and services
- Holistic Wealth Management Comprehensive financial planning and investment management services combining evidence-based public market strategies with private market opportunities, delivered through a dedicated Personal Wealth Advisor to high-net-worth individuals and families.
- Private Investments
Quantifiable outcome
- 99.1% client retention rate
- +3 more outcomes
Companies that use BIP Wealth
Customer profileNamed customers3 records
Segments6 records
Ideal customer profiles6 records
BIP Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
Feature3 records
BIP Wealth partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Red TortoisecoreBIP Wealth partnered with Red Tortoise, an Atlanta-based wealth management firm with $400M in AUM. Founded by former Wilmington Trust CIO Rex Macey, Red Tortoise brings a team including Howard Fleming and George Chen. The firm will continue under the BIP Wealth name.
- Prehmus FinancialcoreBIP Wealth partnered with Prehmus Financial, a Metro Atlanta wealth management firm with over $900M in assets under management. The strategic partnership expanded BIP's presence across Metro Atlanta and pushed combined AUM to over $5B. Prehmus continues operating as a BIP Wealth Company with its team remaining in place.
- The Money Advisor Group (TMAG)coreBIP Wealth acquired The Money Advisor Group, a Columbus, GA-based wealth management firm founded in 2001 specializing in investment management and retirement planning. TMAG's $300M AUM and clients gained access to BIP's comprehensive wealth management platform.
- BIP Ventures (BIP Capital)coreBIP Ventures is the venture capital division of BIP Capital, an affiliate of BIP Wealth. It is one of the Southeast's largest and most active VC firms with investments in more than 70 portfolio companies. Provides exclusive private market access for BIP Wealth clients.
- LAGO Asset ManagementminorLAGO Asset Management is an affiliate of BIP Wealth through common owners. While BIP Wealth advisors are not incentivized to offer LAGO products over other investments, the affiliation creates access to private credit investment opportunities for qualified clients.
Scale indicators7 records
Recent moves7 records
Expansion highlights5 records
BIP Wealth competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
BIP Wealth social profiles
Digital presenceBIP Wealth compliance and trust
Trust signalCompliance1 record
BIP Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
BIP Wealth leadership team
Management profileNumber of profiles
Profiles9 records
BIP Wealth subsidiaries and ownership
Company hierarchySubsidiaries3 records
BIP Wealth funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BIP Wealth M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BIP Wealth
What does BIP Wealth do?
BIP Wealth is a registered investment advisor that delivers holistic wealth management combining evidence-based public market portfolio management with private equity, venture capital, and private credit access. The firm pairs each client with a Personal Wealth Advisor who coordinates investment management, in-house tax planning, estate planning, special needs planning, and retirement planning services. It also operates a specialized Baseball Division serving professional MLB players and a 401(k) plan design offering for businesses.
Is BIP Wealth a public or private company?
BIP Wealth is a private company. It is classified as private equity controlled and is currently operating.
When was BIP Wealth founded?
BIP Wealth was founded in 2007. It employs 101 to 250 people.
Where is BIP Wealth based?
BIP Wealth is headquartered in Atlanta, United States, in the North America region.
How does BIP Wealth make money?
One revenue line is on record: assets Under Management (AUM) Fees.
Does BIP Wealth have an API?
No public API is recorded for BIP Wealth.
What industry is BIP Wealth in?
BIP Wealth's product category is Wealth Management Advisory Services. Its primary akta.pro industry code is FSAAAJAA, Multi-Asset Mutual Funds & UCITS (Balanced/Allocation Funds). Its NAICS code is 523940 and its SIC code is 6282.