BIP Wealth
BIP Wealth

BIP Wealth Information

Contact top employees from BIP Wealth

Summary

BIP Wealth is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Atlanta, Georgia, USA. The BIP Wealth annual revenue is estimated at < 1M. Total funding of the company - $350K. To connect with BIP Wealth employee register on SignalHire.

Organization Website

bipwealth.com

Social Links

facebooklinkedIntwitter

Phone Number

404.495.5230

Industries

Headquarters Location

3575 Piedmont Road NE, Atlanta, Georgia, 30305 US

Employees Size

100-200 employees

Specialties

Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investment Management, Investment Strategy, Asset Management, Wealth Planning, Wealth Creation, Life Planning, Private Equity Investing, Public Equity Investing, Legacy Planning, High Net Worth, Private Wealth, Professional Athletes, Entrepreneurs, Business Owners, Tax Planning, Insurance Planning, 401(k), Portfolio Management, Generational Wealth

DMA Code

Atlanta Metropolitan Area

Founded

2007

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
arrow
Employee tenure at BIP Wealth shows a diverse range of experience levels:
12% have been with the company for less than 1 year12% for 1–2 years20% for 3–4 years12% for 5–7 years12% for 8–10 years32% have over 11 years of service at BIP Wealth
Ex-employees positions
In Company
In New Company
Contact top employees from BIP Wealth
Mark Parker
Vice President of Strategic Growth
View
Andrew Somoza
Vice President, Strategic Growth
View
Dennis Booker
Personal Wealth Advisor
View
Sydney Warren
Relationship Manager
View
John Hester
Personal Wealth Advisor
View
Mary Pemberton
Relationship Manager
View
Forrest Robertson
Personal Wealth Advisor
View
Matthew Speed
Portfolio Manager
View
Aron Riddle
Personal Wealth Advisor
View
Hannah Brumley
Experience & Operations Associate
View
Elizabeth Patterson
Relationship Manager
View
Kate Van Horn
Finance Intern
View
Jeremy Hermida
Wealth Consultant
View
Kyle Covington
Wealth Management Intern
View
Jonah Grossman
Wealth Management Intern
View
Bowen Orr
Wealth Management Intern
View
Jack Barone
Associate Advisor
View
Ryan Merriman
Associate Advisor
View
Darius Hicks
Portfolio Manager
View
Marcia Mayoue
Personal Wealth Advisor
View
Kyle Schmidt
Personal Wealth Advisor
View
Ashley Arrington
Personal Wealth Advisor
View
Darrick Alford
Chief Financial Officer
View
Nathan Smith
Chief Operating Officer
View
Andy Bunch
Personal Wealth Advisor
View
Shelby Perkins Triick
Relationship Manager
View
Amanda Culpepper
Senior Accountant
View
Sarah Watchko
Estate Planning Advisor
View
Taylor Putnam
Relationship Manager
View

FAQ

BIP Wealth operates in the Finance industries. More details can be found on the official website: bipwealth.com.
The headquarters of BIP Wealth are located in Atlanta, United States.
You can contact BIP Wealth by phone at 404.495.5230.
BIP Wealth currently employs 100-200 people.
You can contact BIP Wealth by phone at 404.495.5230, by email at bipclientcare@bipwealth.com, through social media (Facebook, LinkedIn, Twitter), or via the contact form on bipwealth.com.
BIP Wealth's revenue is approximately < 1M.

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP