Investment adviser · CRD 165931
BISON WEALTH, LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Nov 12, 2024
- Regulatory AUM
- $1.61B Form ADV · Item 5.F
- Client accounts
- 4,347 Accounts, not individual clients
- Employees
- 47 Reported in this filing
- Advisory professionals
- 34 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 317 | $860,268,020 | 53.6% |
| Individuals | 1,640 | $420,895,618 | 26.2% |
| Retirement plans | 124 | $199,453,065 | 12.4% |
| Corporations & businesses | 28 | $108,395,363 | 6.8% |
| Charities | 5 | $9,468,013 | 0.6% |
| Insurance companies | Fewer than 5 | $6,962,720 | 0.4% |
Filing source
Form ADV 1912427 · Nov 12, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 12, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
3550 LENOX ROAD NE, SUITE 2550ATLANTA, GA, 30326, United States
CRD 165931
Filing source
Form ADV 1912427 · Nov 12, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.