Marcia
Mayoue

Bip Wealth, LLC

CRD#1887472
Investment Advisor
in Atlanta, GA

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About this Advisor

Marcia Mayoue is a certified financial planner and chartered financial analyst based out of Atlanta, Georgia, who has been in the industry for 11 years. Mayoue is currently employed by Bip Wealth, LLC. They have been employed by Bip Wealth, Llc for all of their career. Mayoue maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia and Texas. Bip Wealth, LLC is an advisory firm that has its headquarters in Atlanta, Georgia. It has a total of 39 financial advisors. It manages $2 billion in total assets across its 4,959 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 4,959 accounts, 54% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules vary depending on which service is provided. However, fee types charged by Bip Wealth, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years of Experience

11 years

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

Disclosures

No

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

$2,202,568,368

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

39

GA Average: 58
Total Number of Accounts

4,959

GA Average: 1,608
Average Account Size

$444,156

GA Average: $2,220,225

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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

Marcia Mayoue Work History

Marcia has 11 years of experience.

2011 - Present (12 years)

Bip Wealth, LLC

Disclosures

Marcia Mayoue has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bip Wealth, LLC

Michel Cowdery
Atlanta, GA
Marcia Mayoue
Atlanta, GA
Kyle Schmidt
Atlanta, GA
John Hester
Atlanta, GA
Eric Cramer
Atlanta, GA
John Ray
Atlanta, GA
Jeffrey Grossman
Atlanta, GA
Dennis Booker
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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