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Investment Adviser Firm Summary
BIP WEALTH, LLC ( CRD # 143208/SEC#:801-68882 )
BIP WEALTH, LLC, PEACHTREE FINANCIAL MANAGEMENT, LLC, BUCKHEAD INVESTMENT PARTNERS, LLC

The adviser's REGISTRATION status is listed below.

REGISTRATION STATUS
SEC / JURISDICTION
REGISTRATION STATUS
EFFECTIVE DATE
SECApproved2/20/2008
NOTICE FILINGS

Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.

JURISDICTIONEFFECTIVE DATE
Alabama4/7/2010
Arizona3/31/2022
California3/31/2021
Colorado3/31/2022
District of Columbia3/27/2024
Florida4/9/2010
Georgia2/20/2008
Idaho11/19/2024
Illinois4/4/2022
Kentucky3/27/2024
Louisiana10/18/2011
Maryland11/19/2024
New Jersey3/27/2024
New York3/20/2017
North Carolina4/7/2010
Ohio3/31/2022
Pennsylvania3/31/2020
South Carolina1/5/2015
Tennessee3/31/2020
Texas6/3/2013
Virginia3/31/2021
Washington3/27/2024
EXEMPT REPORTING ADVISERS

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

Not Currently an Exempt Reporting Adviser
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.