Prehmus Financial

What Prehmus Financial does

Prehmus Financial is a Metro Atlanta-based registered investment advisor founded in 1995, operating as a sub-brand and partner firm of BIP Wealth since November 2025. The firm delivers holistic wealth management services—including investment advisory, tax planning, estate planning, special needs planning, private market investing, and 401k plan services for businesses—to a diverse client base spanning families, entrepreneurs, professionals (including doctors, lawyers, and corporate executives), late-career individuals and retirees, those navigating unexpected life events, professional baseball players, and business clients seeking 401k administration.

The firm operates a small team of approximately 10 professionals led by President Drew Prehmus, CFP, and partners Warren Prehmus, Scott Levy, and Chad Edwards. Its underlying technology consists of advanced reporting and forecasting tools accessed through the BIP Wealth platform; advisory services are offered through BIP Wealth, LLC, while securities transactions are executed through The Strategic Financial Alliance, Inc. (SFA), a FINRA/SIPC member firm. The office is located in Peachtree Corners, GA, with broader service reach enabled by BIP Wealth's additional offices in Atlanta, Alpharetta, and Columbus (GA), and Nashville, TN.

Prehmus Financial generates revenue through two streams: recurring investment advisory fees on assets under management (via BIP Wealth, LLC) and transaction-based fees on securities transactions (via SFA). Pricing is quote-based and not publicly disclosed, consistent with personalized wealth advisory. The firm's go-to-market is relationship-driven—direct in-person, phone, and video engagement with dedicated Personal Wealth Advisors, supplemented by educational webinars, Market Reports, and content marketing. As part of BIP Wealth, Prehmus Financial also benefits from the parent's February 2026 minority investment from Constellation Wealth Capital and its 2026 inclusion on USA Today's Best Financial Advisory Firms list.

Name

Prehmus Financial

Legal name

Prehmus Financial Partners

Website

https://prehmusfinancial.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Prehmus Financial is a Metro Atlanta registered investment advisor, founded in 1995 and now operating as a BIP Wealth partner firm, providing holistic wealth management, tax, estate, and retirement planning to families, professionals, business owners, retirees, and athletes.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industry

Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)

Keywords

• Wealth management services
• Financial planning advisory
• Investment advisory
• Estate and tax planning
• Retirement planning

Headquarters

HQ city

Gaussan

HQ country

France

HQ region

Europe

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Registered investment adviser representatives offer advisory services through BIP Wealth, LLC. Fees are typically charged for personalized investment advice and wealth management services.
2. Securities Transactions: Securities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Registered representatives generate revenue through securities transactions for clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Prehmus Financial is a registered investment advisory firm that delivers personalized financial planning and wealth management services to individuals, families, business owners, professionals, retirees, and niche clients such as professional baseball players. Operating as 'A BIP Wealth Company,' the firm provides holistic wealth management, private investments, tax planning, estate planning, special needs planning, and 401k plan services for businesses, with securities executed through The Strategic Financial Alliance, Inc. (SFA).

Product overview

Prehmus Financial is a sub-brand and operating unit of BIP Wealth, a registered investment advisor. Rather than a unified software product with modules, it operates as a collection of advisory service offerings under the BIP Wealth umbrella, providing holistic wealth management, private investments, tax planning, estate planning, special needs planning, and 401k plan services for businesses. The firm serves diverse client segments including families, entrepreneurs, business owners, professionals, late-career individuals, retirees, those facing unexpected life events, and baseball players. Prehmus Financial maintains offices in Peachtree Corners, GA and leverages BIP Wealth's advanced reporting and forecasting technology tools.

Differentiator

Problem solved

Functional benefit

Products and services

• Holistic Wealth Management Comprehensive, advisor-led wealth management coordinating investment strategy, financial planning, and ongoing client advice for families, individuals, entrepreneurs, professionals, and retirees. Delivered through dedicated Personal Wealth Advisors at Prehmus Financial, a BIP Wealth company.
• Private Investments Access to proprietary investment strategies and private market investing opportunities for Prehmus Financial clients, made available through the BIP Wealth platform.
• Tax Planning Personalized tax planning and optimization services for individuals, families, and business owners to improve after-tax outcomes and coordinate with broader wealth planning.
• Estate Planning Estate planning services including wealth transfer, legacy, and distribution strategies coordinated with overall wealth management.
• Special Needs Planning Special needs trust planning, government benefits optimization, and long-term care planning for individuals and families navigating disability or special-needs financial situations.
• 401k Plans for Businesses 401k plan design, administration, employee benefits, and retirement plan compliance support for businesses, including fiduciary guidance and employee education.
• Investment Advisory Services (via BIP Wealth, LLC) Personalized investment advice and wealth management advisory services delivered by registered investment adviser representatives of BIP Wealth, LLC. Fees are typically charged on assets under management.
• Securities Brokerage Services (via SFA) Execution of securities transactions for Prehmus Financial clients via registered representatives of The Strategic Financial Alliance, Inc. (SFA), a FINRA/SIPC member, generating transaction-based revenue.

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• BIP WealthcoreStrategic or Co-development PartnerPrehmus Financial has partnered with and become part of BIP Wealth, gaining access to expanded resources including proprietary investment strategies, private market investing opportunities, and BIP Wealth's decades-strong culture of servant leadership.
• The Strategic Financial Alliance, Inc. (SFA)coreChannel Partner/ Reseller/ DistributorAppropriately registered representatives of the Prehmus Financial team offer securities through The Strategic Financial Alliance, Inc. (SFA), member FINRA and SIPC. SFA provides the securities distribution infrastructure for the firm's securities offerings.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Carson Group (formerly Carson Wealth): Carson Group is one of the fastest-growing RIA consolidators in the US, actively acquiring independent advisory firms and providing them with shared technology, investment platforms, and back-office services - structurally identical to what Prehmus receives through BIP Wealth.
• Mariner Wealth Advisors: Mariner is a large national RIA that has grown primarily through acquisitions of independent advisors, offering shared investment platforms, custodial relationships, and continuity for selling advisors - a closely analogous model to BIP Wealth's relationship with Prehmus.
• Creative Planning: Creative Planning is a leading RIA providing holistic wealth management, tax planning, and estate planning services to families and business owners; their service mix closely mirrors Prehmus's offerings under the BIP Wealth umbrella.
• Sanctuary Wealth: Sanctuary Wealth is an RIA platform that partners with high-performing advisor teams, providing them with compliance, technology, and investment resources while preserving their brand - functionally similar to BIP Wealth's arrangement with Prehmus.
• BIP Wealth: BIP Wealth is the parent platform and the closest comparable firm to Prehmus itself, offering identical services (holistic wealth management, private investments, tax and estate planning) across the same Southeast US geographies with multiple offices.

Broad incumbents

• Focus Financial Partners (Clayton): Focus Financial Partners is the largest RIA roll-up in the US, acquired by Clayton, Dubilier & Rice; it serves as the gold-standard comparable for RIA consolidators and helps anchor valuation benchmarks for firms like Prehmus inside BIP Wealth.
• Cetera Financial Group: Cetera is a large IBD/RIA platform serving independent advisors with custody, technology, and compliance support; many of its member firms offer the same holistic financial planning services as Prehmus.
• LPL Financial: LPL Financial is the largest independent broker-dealer/RIA platform in the US, serving thousands of advisors with similar holistic wealth management, retirement, and planning services; a key competitive backdrop for Prehmus's advisor recruitment and retention.
• Commonwealth Financial Network: Commonwealth is a large independent IBD/RIA platform supporting advisor teams offering financial planning and wealth management to individuals and business owners - directly overlapping with Prehmus's value proposition.
• Edelman Financial Engines: Edelman Financial Engines is one of the largest RIAs in the US, with strong private market access and a broad financial-planning offering; it serves as a large-scale comparable for what BIP Wealth-style firms aspire to build via roll-up.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/prehmus-financial

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Prehmus Financial