BISON WEALTH, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 299805). Regulatory assets under management: $2.7B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Lane Manning Turner | COO; DIRECTOR OF OPERATIONS | — |
| Gregory Thomas Wright | CEO/CIO; CO-CEO/COO | — |
| Terrence M Pegula | MANAGING MEMBER | — |
| Kim S Pegula | MANAGING MEMBER | — |
| George Bradley Ball | MEMBER | — |
| Victor Patrick Wilkerson | PRESIDENT; PRESIDENT, WEALTH ADVISORY | — |
| Jason Eric Luhan | CHIEF COMPLIANCE OFFICER | — |
| Thomas Francis Scaturro | PRESIDENT, PRIVATE WEALTH | — |
| Justin Caldwell Boller | CO-CEO/CIO | — |
| Kathryn Eleanor Bruckert | CFO | — |
| Blake Ryan Schaper | CFO | — |
| BALL GEORGE BRADLEY | CEO & MANAGING MEMBER; MANAGING MEMBER; MEMBER | — |
| SCHELL CHARLES THOMAS | CEO; OWNER; OWNER, CEO | — |
| WRIGHT SEAN THOMAS | CEO/CIO; CIO; OWNER (+1 more) | — |
| WILKERSON VICTOR PATRICK | PRESIDENT | — |
| PEGULA TERRENCE M | MANAGING MEMBER | — |
| PEGULA KIM S | MANAGING MEMBER | — |
| LUHAN JASON ERIC | CHIEF COMPLIANCE OFFICER | — |
| Collins Kimberly Drew | COMPLIANCE OFFICER; MFO COMPLIANCE; OWNER, CCO | — |
| Schaper Blake Ryan | CFO; OWNER | — |
| Turner Lane Manning | COO; OWNER; OWNER, COO | — |
| DAVIS ROBERT THOMPSON | CXO; OWNER | — |
| Bond Williams LaTasha | CCO | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SARASOTA | FL | 5 | 941-260-9500 |
| PALM BEACH GARDENS | FL | 3 | 561-227-9255 |
| GARDEN CITY | NY | 2 | 4048412224 |
| HARTWELL | GA | 2 | 7063764882 |
| WEST DES MOINES | IA | 2 | 515-333-5625 |
| KING OF PRUSSIA | PA | 2 | 484-437-2244 |
| ATHENS | TX | 1 | 903-630-7146 |
| VIRGINIA BEACH | VA | 1 | 7576310700 |
| EAGLE | ID | 1 | 2083507281 |
| LONGVIEW | TX | 1 | 903-630-7146 |
| CHAPEL HILL | NC | 1 | 919-360-0160 |
| GREENSBORO | NC | 1 | (800) 501.1736 |
| ATLANTA | GA | 1 | 6787774351 |
| TYLER | TX | 1 | 903-603-7146 |