Aron
Riddle

Bip Wealth, LLC

CRD#4434768
Investment Advisor
in Atlanta, GA

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About this Advisor

Aron Riddle is a financial advisor based in Atlanta, Georgia, working with Bip Wealth, LLC. Aron has previously held positions at Strategic Advisers, Inc and Bip Wealth, LLC. Aron has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Aron is part of Bip Wealth, LLC, which operates out of Atlanta, Georgia. The firm has 2 offices and 57 employees. The firm manages assets totaling $2.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Bip Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3575 Piedmont Rd, Ne Bldg 15, Suite 730
Atlanta, GA 30305

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Bip Wealth, LLC Brokerage Details

Total Assets Under Management

$2,833,854,777

GA Average: $3,570,121,308
Total Number of Employees

57

GA Average: 58
Total Number of Accounts

7,272

GA Average: 1,608
Average Account Size

$389,694

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Aron Riddle Work History

2017 - Present (7 years)

Bip Wealth, LLC

2005 - 2017 (12 years)

Strategic Advisers, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Aron Riddle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bip Wealth, LLC

Darius Hicks
Atlanta, GA
John Ray
Atlanta, GA
Robert Madison
Atlanta, GA
Charles Young
Atlanta, GA
Michel Cowdery
Atlanta, GA
Ashley Arrington
Atlanta, GA
Jeffrey Grossman
Atlanta, GA
Matthew Hand
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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