Bip Wealth, LLC
BIP Wealth, LLC is a registered investment adviser headquartered in Atlanta, Georgia, founded in 2007. The firm provides personalized investment advisory services, including investment management, financial planning for retirement, estate and tax planning, and charitable giving strategies. Serving primarily high net worth individuals and families but also individuals and charitable organizations, BIP Wealth manages investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals. The firm employs 63 professionals and reviews client accounts at least quarterly, ensuring ongoing alignment with clients’ needs.
Investment Strategy
BIP Wealth’s investment strategy centers on comprehensive, personalized financial planning and investment management. Advisors work with clients to develop tailored plans based on goals, risk tolerance, and time horizon, including diversified portfolio construction, quarterly reviews, and adjustments as needed for changing personal or financial conditions. The firm avoids product commissions and acts as a fiduciary, recommending external specialists when necessary. The approach emphasizes proactive wealth management, tax efficiency, and long-term growth for high net worth and individual investors.
Latest 13F Filing Activity
Bip Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 269 equity positions with a total 13F market value of $2B. The fund increased holdings in SPDR S P 500 Etf, Vanguard Index FDS, Vanguard Growth Etf among other positions. Bip Wealth, LLC reduced exposure to Wisdomtree Floating Rate, Apple Inc., Endava PLC F among others.
Top Holdings
Equity Positions (269)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S P 500 ETF | 20.12% | $326.5M | 528,509 | $426.19 | $617.85 | +$27.1M |
U USFR | WISDOMTREE FLOATING RATE | 16.97% | $275.4M | 5,474,972 | $50.29 | $50.31 | -$14.8M |
V VTI | VANGUARD INDEX FDS | 5.77% | $93.7M | 308,345 | $233.20 | $303.93 | +$13.4M |
T TFLO | ISHARES TR | 5.66% | $91.8M | 1,813,317 | $50.58 | $50.65 | -$12.5K |
V VTV | VANGUARD INDEX FDS | 3.77% | $61.1M | 345,803 | $154.45 | $176.74 | +$2.5M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Atlanta, GA , United States | |
 | Chief Investment Officer | Atlanta, GA , United States | |
J Jeffrey Grossman | Portfolio Manager | Atlanta, GA , United States | |
 | Portfolio Manager | Atlanta, GA , United States |