# BIP WEALTH, LLC

BIP WEALTH, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 143208
- Type: SEC-registered investment adviser
- SEC file number: 801-68882
- Location: 3575 PIEDMONT RD, NE, BLDG 15, SUITE 730, ATLANTA, GA, 30305
- Phone: 404-495-5230
- Latest filing: 2026-06-22
- Regulatory AUM: $5.3B
- Discretionary AUM: $4.1B
- Non-discretionary AUM: $1.2B
- Clients: 88
- Accounts: 17,391

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Mark Andrew Buffington | MEMBER | — |
| William Joseph Harris | CO-FOUNDER / CEO; MEMBER | — |
| Darrick Harper Alford | CFO / CCO | — |
| Eric Arnold Cramer | CIO | — |
| Nathan Alan Smith | COO | — |
| Duncan Montgomery Meredith | CTO | — |
| SMITH ROBERT ALAN | COO | — |
| BUFFINGTON MARK ANDREW | CHIEF COMPLIANCE OFFICER; CO-FOUNDER; MANAGING MEMBER (+2 more) | — |
| HARRIS WILLIAM JOSEPH | CHIEF COMPLIANCE OFFICER; CO-FOUNDER / CEO; CO-FOUNDER / CEO / CCO (+4 more) | — |
| JOHNSON JENNIE M | CHIEF OPERATING OFFICER | — |
| PENNINGTON ROBERT GLENN | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Alford Darrick Harper | CFO; CFO / CCO | — |
| CRAMER ERIC ARNOLD | CIO | — |
| Meredith Duncan Montgomery | CTO | — |
| Warren Dean Prehmus | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143208/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143208/similar
- Related entities: https://search.stillhousedata.com/firm/143208/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143208

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.