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BIP Wealth, LLC reviews

BIP Wealth, LLC

3.6
Premium
Claimed
3.6
Premium
Claimed


Summary:
Company size: 11-50
AUM: Up to $2B

BIP Wealth, LLC is an independent, SEC registered investment adviser based in Atlanta, Georgia founded in 2007. BIP provides personalized, comprehensive financial planning and investment management services to individuals, trusts, estates, and enterprises and special purpose entities utilized for holding investment assets for individuals and families.


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BIP Wealth, LLC - Reviews

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JS
Joseph S.Dec 16, 2025
3.6
Investment Management | Investment Management
Incentivize
Ratings:
Knowledge and competency
4.0
Trust and confidence
5.0
Ease of Doing Business With
4.0
Value
3.0
Willingness to Recommend
4.0
Overall Rating
4.0
Customer Service and Responsiveness
3.0
Fees and Costs
2.0
Communications and transparency
3.0
Comment on the ratings:

Their trustworthy in investment industry is topnotch, they have created a greater space in the industry.

Additional comments:

What did you like most and least about your experience with the Firm?

The deliver what they told their customers and nothing less

What recommendations would you make to the Bank and to other businesses considering engaging this Firm?

It's a great opportunity seeing a firm doing well like this organization, I recommend them with my full chest.