This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BIP WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 14, 1988earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Sep 14, 1988

First registration

Apr 11, 2003

Dual registered

yes, broker-dealer

IAPD individual key

1875927

• Occurred

  Dec 31, 2025
  Advisor changed firm

  Warren Dean Prehmus left Strategic Blueprint, Llc for Bip Wealth, Llc (registered 2025-10-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e1997b16-d144-4b8a-76ae-6b83c6ff7cd1

First observed

Apr 11, 2003

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.