Bip Wealth, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 143208
- SEC number
- 801-68882
- Firm type
- RIA
- Assets under management
- $5.3B as of Jun 22, 2026
- Website
- prehmusfinancial.com ↗
- Phone
- 404-495-5230
- Address
- 3575 Piedmont Rd, Ne, Atlanta, GA, 30305
Advisors at this firm
60 in our index · page 2 of 2
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Kyle Allen SchmidtCRD 6003283 · Alpharetta, GAIA RegisteredRegistration inactive
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John Phillip ScottCRD 4660015 · Alpharetta, GAIA Registered
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Matthew Mitchell SpeedCRD 6172601 · Alpharetta, GAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Patrick Ryan SelfCRD 7458748 · Norcross, GAIA RegisteredBroker
-
Michael Fred SorrowCRD 7204735 · Atlanta, GAIA Registered
-
Alfredo Valverde SalazarCRD 7343404 · Norcross, GAIA Registered
-
Taylor Nolan WilliamsCRD 3009861 · Atlanta, GAIA Registered
-
Kevin S. WalkerCRD 7656963 · Alpharetta, GAIA Registered
-
Charles Joseph YoungCRD 7563120 · Atlanta, GAIA RegisteredRegistration inactive
-
Justin Tyler YostCRD 7406205 · Atlanta, GAIA RegisteredRegistration inactive
← Previous51–60 of 60
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 143208 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.