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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-19-2007
- Office Locations
- 13
Office Locations
About BIP Wealth, LLC
BIP Wealth is a fiduciary wealth management firm delivering personalized “personal CFO” style planning and ongoing advisory support for families, professionals, and business owners. The team builds evidence-based portfolios across public and private markets with a strong risk-management mindset, and supports planning needs such as tax and charitable strategies. Common custody includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between November 20, 2025 and June 22, 2026, reported AUM increased 18.5%, from $4.5B to $5.3B.
Across 5 reported observations, AUM increased 140.1% between December 1, 2022 and June 22, 2026, from $2.2B to $5.3B.
Of the latest reported AUM, 76.6% is discretionary and 23.4% is non-discretionary.
The firm reports 48 advisory representatives and 3,148 clients, or 65.6 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 13 reported office locations and 19 years in operation. The source data was last updated on June 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full BIP Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Darrick Harper Alford
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
ERIC ARNOLD CRAMER
Chief Investment Officer
- CRD
- #2957889
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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ASHLEY LYNN ARRINGTON
Wealth Advisor
- CRD
- #5747435
John Edward Barone
Associate Advisor
- CRD
- #8141123
Showing 2 of 66 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,051,192,266 | $264,732 |
| Non-Discretionary | $1,236,798,922 | $592,337 |
| Total | $5,287,991,188 | $304,065 |
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Separately Managed Accounts
SMA allocation detail is available
BIP Wealth, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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BIP Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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