# BIP Wealth, LLC

> BIP Wealth, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 143208
- Filed as: BIP WEALTH, LLC
- Also doing business as: PREHMUS FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143208
- AdvisorCensus page: https://advisorcensus.com/firm/bip-wealth-llc-atlanta-ga-143208

## Quick answers

**How is BIP Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BIP Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does BIP Wealth, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated June 22, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is BIP Wealth, LLC located?**
BIP Wealth, LLC's principal office is in Atlanta, GA, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is BIP Wealth, LLC registered with the SEC or a state?**
BIP Wealth, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 143208.

**How much does BIP Wealth, LLC manage?**
BIP Wealth, LLC reports $5,287,991,188 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (77% discretionary).

**How have BIP Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for BIP Wealth, LLC: Regulatory assets under management: $1,561,296,926 in the October 2021 data and $5,287,991,188 in the October 2026 data, up 239%. Total employees: 29 in October 2021 and 88 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BIP Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1,566); individuals (other than high net worth individuals) (1,542); corporations or other businesses not listed above (25).

**Which custodians does BIP Wealth, LLC use?**
BIP Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does BIP Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143208

**Does BIP Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 22, 2026 says: "BIP imposes a minimum account value of $1 million."

**What changed in BIP Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $4,460,675,379 to $5,287,991,188 (+19%). Employees performing advisory functions went from 36 to 48. Registered or notice-filed in AR, IN, MN, MS, WI. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 22, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> BIP’s fees range from .25% to 1.5% per annum depending upon the size of the accounts and the types of services offered.

- Account minimum: $1,000,000

> BIP imposes a minimum account value of $1 million.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $5,287,991,188
- Discretionary: $4,051,192,266
- Non-discretionary: $1,236,798,922

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,542 | $420,896,890 |
| High net worth individuals | 1,566 | $4,821,765,367 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | Not reported |
| Charitable organizations | 4 | $4,351,070 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 25 | $40,977,861 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2008 (18 years)
- Employees: 88 total, 48 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Alpharetta, GA
- Columbus, GA
- Nashville, TN
- Peachtree Corners, GA

### Websites listed on Form ADV (Item 1.I)
- bipwealth.com
- bipwealth.libsyn.com
- prehmusfinancial.com
- Facebook @BIPWEALTH
- Instagram @BIPWEALTH
- Instagram @BIPWEALTHBASEBALL
- LinkedIn @bip-wealth
- X @BIPWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,561,296,926 | 29 | April 30, 2021 |
| October 2022 | $2,202,568,368 | 39 | September 13, 2022 |
| October 2023 | $2,310,141,037 | 49 | May 1, 2023 |
| October 2024 | $2,833,854,777 | 57 | July 24, 2024 |
| October 2025 | $3,364,405,786 | 63 | July 30, 2025 |
| October 2026 | $5,287,991,188 | 88 | September 25, 2026 |

Regulatory assets under management: $1,561,296,926 in the October 2021 data and $5,287,991,188 in the October 2026 data, up 239%.
Total employees: 29 in October 2021 and 88 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $4,460,675,379 to $5,287,991,188 (+19%).
- Employees performing advisory functions went from 36 to 48.
- Registered or notice-filed in AR, IN, MN, MS, WI.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $3,364,405,786 to $4,460,675,379 (+33%).
- Employees performing advisory functions went from 27 to 36.
- Registered or notice-filed in IA, MA, MI, MO, MT, ND, NE, NH, OR, UT.

### November 2025
- Added the business name Prehmus Financial.
- Added an office in Peachtree Corners, GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BIP Wealth, LLC (CRD 143208): Form ADV filing data as of October 2026.