DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

B•• W•••••• L••

Independent wealth managerAtlanta, GeorgiaCRD 143208SEC 801-68882websiteIAPD
Latest filing Jun 22, 2026
First filing on the tape Mar 30, 2012 · 67 filings
SEC status approved since Feb 20, 2008
RAUM
$5.3B
reported, Item 5.F
Discretionary
77%
of RAUM
Private clients
99%
$5.2B individuals and HNW
Advisors
63
registered through the firm on IAPD
RAUM per advisor
$83.9M
derived; firm RAUM over IAPD count
Employees
88
48 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
2
reported on Schedule D
History
67 filings and snapshots on the tape
RAUM$5.3B as of Jun 22, 2026
Mar 30, 2012$258M then
HNW client RAUM$4.8B as of Jun 22, 2026
Mar 30, 2018$687M then
State-registered IARs (5.B.3)52 as of Jun 22, 2026
Mar 25, 201311 then
Employees (5.A)88 as of Jun 22, 2026
Mar 25, 201311 then
Private funds2 as of Jun 22, 2026
Mar 30, 20232 then
RAUM +57% over the last fiscal year+32% a year over threeIARs 39 to 52offices 2 to 4
Practice profile
derived from the filing of Jun 22, 2026; every figure names its basis
Archetypes, each a printed rule
  • Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
  • ria with p•••••• funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$83.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
49derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.1MderivedHNW RAUM over HNW clients
Average account
$304,065derivedRAUM over accounts (5.F.2.f)
Discretionary
77%derivedof RAUM
Institutional
0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
12.6derived5 offices incl. principal (1.F.5)
RAUM growth, one year
+57%derivedbetween the last two annual amendments
Advisor growth, one year
+33%derivedItem 5.B.3 between annual amendments
Client growth, one year
+87%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminarsreportedItem 5.G
Financial planning clients
3,000reportedItem 5.H
Wrap fee program
$1.3BreportedItem 5.I
Custody
$81.0M, 343 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months
1derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person acts as qualified custodian (9.D.2)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$4.8B91%
  • Individuals$421M8.0%
  • Corporations and businesses$41.0M0.8%
  • Charitable organizations$4.4M0.1%
Individual clients
1,542reported
HNW clients
1,566reported
Pension plan clients
9reported
Charitable clients
4reported
Accounts
17,391reported
Financial planning clients
3,000reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
$81.0M for 343 clientsreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0derived
Advisors registered through the firm
63 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
W•••••• J••••• H•••••Certified Financial PlannerAtlanta, Ga Apr 19, 200734 y2
F•••••• I••• R••••••••Certified Financial PlannerAtlanta, GaMay 27, 200934 y2
D••••• A• B•••••Alpharetta, Ga May 28, 201026 y2
K•••• L•• C••••••Atlanta, Ga May 24, 201130 y1
E••• A••••• C•••••Certified Financial Planner, Chartered Financial AnalystAtlanta, GaNov 1, 201128 y1
M••••• M•••• M•••••Certified Financial Planner, Chartered Financial AnalystAtlanta, GaDec 2, 201137 y3
J••• M••••• R••Atlanta, Ga May 16, 201419 y3
L••• L••• B•••••Atlanta, Ga Dec 8, 201428 y1
T••••• N•••• W•••••••Certified Financial PlannerAtlanta, GaJun 26, 201528 y4
M•••••• S•••• B••••••Certified Financial PlannerAtlanta, GaAug 5, 201512 y1
J••• P•••••• S••••Certified Financial Planner, Chartered Financial AnalystAlpharetta, Ga Aug 13, 201523 y3
T••••• E••••• D••Chartered Financial AnalystAtlanta, Ga Dec 2, 201620 y0
A••• R••••• R•••••Certified Financial PlannerAtlanta, GaApr 5, 201722 y2
M••••• C••••••Atlanta, GaMar 9, 201823 y8
K••• A•••• S••••••Certified Financial PlannerAtlanta, Ga Jul 11, 201814 y5
X••••• A•••••• H•••••••••Atlanta, Ga Jan 7, 202011 y0
M•••••• F••• S•••••Atlanta, GaFeb 4, 202029 y0
M••• A•••• P•••••Nashville, Tn Feb 9, 202134 y0
A••••• L•• B••••Certified Financial PlannerAtlanta, GaApr 13, 202122 y5
J•••••• S•••• G•••••••Chartered Financial AnalystAtlanta, Ga Jun 24, 202112 y0
J••• H•••••Certified Financial PlannerScottsdale, Az Aug 27, 202110 y2
A••••• L••• A••••••••Certified Financial PlannerAtlanta, Ga Aug 17, 202214 y3
M•••• L•• P••••••Atlanta, Ga Sep 9, 202214 y1
R••• A•••• H•••••Certified Financial PlannerAlpharetta, Ga Nov 28, 202216 y2
A••••• M•••••Certified Financial PlannerAtlanta, Ga Jan 13, 202315 y1
C•••••• A•••• C••••••Certified Financial PlannerAlpharetta, Ga Jan 27, 202316 y5
S••••• F•••• M•••••••••Atlanta, GaFeb 6, 202333 y6
K•••• S• W•••••Alpharetta, Ga Feb 10, 202311 y0
J••••• T•••• Y•••Atlanta, GaMay 22, 202314 y2
D••••• D• H••••Chartered Financial AnalystAtlanta, GaMay 22, 202316 y5
J•••• C•••••• C••••Certified Financial PlannerAtlanta, Ga May 22, 202313 y0
M•••••• H•••Certified Financial PlannerAtlanta, Ga Jul 31, 202311 y4
C•••••• J••••• Y••••Certified Financial PlannerAtlanta, GaAug 24, 202312 y0
J••••••••• B•••Alpharetta, Ga Feb 2, 202415 y3
M•••••• A•••• E•••••••Alpharetta, Ga Feb 15, 202413 y0
C•••• R•••••• M•••••Alpharetta, GaMay 20, 202410 y0
R••• C• M•••••••Atlanta, GaNov 12, 202410 y1
J••••• R••• H••••••Alpharetta, GaJan 22, 202510 y0
M•••••• M••••••• S••••Alpharetta, GaJan 22, 202511 y1
M•••••• O•••••• H•••••Alpharetta, GaMar 24, 202511 y0
All 63 advisors at B•• W•••••• L••
Advisor movement
0 left, 11 joined in 12 months
net +11 in 12 months0 left in 90 days4 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Joined, latest
Teams: two or more advisors moving together within fourteen days, from one state
    Private funds
    2 reported on Schedule D 7.B.(1)
    FundTypeGross assetsOwnersFirst reported
    B•• B•• P•••• F••• I•••• L••Private Equity Fund$8.1M46Mar 30, 2023
    B•• B•• P•••• F••• I• • A•• L••Private Equity Fund$1.8M15Mar 30, 2023
    Owners and control persons
    Schedule A and B, latest filing
    • A•••••• D••••••• H••••• · Cfo / Ccocontrol
      since 06/2022 · owns less than 5%
    • C•••••• E•••• A••••• · Ciocontrol
      since 05/2011 · owns less than 5%
    • H•••••• W••••••• J••••• · Co- Foundercontrol
      since 05/2007 · owns less than 5%
    • M•••••••• D•••••• M••••••••• · Ctocontrol
      since 02/2022 · owns less than 5%
    • S••••• N•••••• A••• · Coocontrol
      since 06/2019 · owns less than 5%
    • B••••••••• M•••• A••••• · Membercontrol
      since 05/2007 · owns 50% to 75% of B•• M••••••• P••••••• L••
    • H•••••• W••••••• J••••• · Membercontrol
      since 05/2007 · owns 50% to 75% of B•• M••••••• P••••••• L••
    Entity owners
    • B•• M••••••• P••••••• L•• · Member
      direct · owns 25% to 50%
    • B•• A•••••• H•••••••• L•• · Member
      direct · owns 10% to 25%
    • C•• O•••• I•••••••• L•• · Member
      direct · owns 10% to 25%
    Related persons
    Schedule D 7.A
    Advisers that list B•• W•••••• L•• as a related person
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Atlanta, Ga · principal53130
    Alpharetta, Ga1910
    Norcr•••, Ga770
    Nashville, Tn610
    Columbus, Ga420
    Offices
    Schedule D 1.F, the 25 largest
    • Alpharetta, GA7 employees
    • Nashviille, TN2 employees
    ADV anomalies
    6 against comparable advisers; where to look, not conclusions
    • control person changedChange between filings · filing Jun 22, 2026
      B••••••••• M•••• A••••• (MEMBER) left Schedule A between the filings of 2023-03-30 and 2026-06-22
      peers: independent wealth managers, $5B to $20B (289)
    • control person changedChange between filings · filing Jun 22, 2026
      A•••••• D••••••• H••••• (CFO / CCO) left Schedule A between the filings of 2023-03-30 and 2026-06-22
      peers: independent wealth managers, $5B to $20B (289)
    • growth on all axesCombination · filing Apr 17, 2026
      RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $3,364,405,786 to $5,287,991,188, advisors 39 to 52, private clients 1665 to 3108, offices 2 to 4 (2025-03-27 to 2026-04-17)
      peers: independent wealth managers, $5B to $20B (289)
    • account count surgeChange between filings · filing Apr 17, 2026
      accounts (Item 5.F.2.f) moved from 8,671.0 to 17,391.0 (+101.0%) between the annual amendments of 2025-03-27 and 2026-04-17; the peer median change was +8.0% (253 comparable advisers, 96.0th percentile of changes)
      peers: independent wealth managers, $5B to $20B (253) · 96% percentile
    • client count surgeChange between filings · filing Apr 17, 2026
      individual and HNW clients (Item 5.D) moved from 1,665.0 to 3,108.0 (+87.0%) between the annual amendments of 2025-03-27 and 2026-04-17; the peer median change was +6.0% (224 comparable advisers, 96.0th percentile of changes)
      peers: independent wealth managers, $5B to $20B (224) · 96% percentile
    • RAUM up 50 %Change between filings · filing Apr 17, 2026
      RAUM (Item 5.F) moved from $3,364,405,786 to $5,287,991,188 (+57.0%) between the annual amendments of 2025-03-27 and 2026-04-17; the peer median change was +18.0% (271 comparable advisers, 92.0th percentile of changes)
      peers: independent wealth managers, $5B to $20B (271) · 92% percentile
    What changed
    consecutive filings, newest first
    • Insurance-licensed employees · 1 to 0
      Mar 30, 2026 to Apr 17, 2026
    • Accounts · 11,697 to 17,391
      Nov 20, 2025 to Mar 30, 2026
    • Advisory employees · 36 to 48
      Nov 20, 2025 to Mar 30, 2026
    • BD registered reps · 7 to 5
      Nov 20, 2025 to Mar 30, 2026
    • Charity clients · 8 to 4
      Nov 20, 2025 to Mar 30, 2026
    • Corporate clients · 26 to 25
      Nov 20, 2025 to Mar 30, 2026
    • HNW clients · 1,330 to 1,566
      Nov 20, 2025 to Mar 30, 2026
    • Individual clients · 1,506 to 1,542
      Nov 20, 2025 to Mar 30, 2026
    • Assets in custody · $189M to $81.0M
      Nov 20, 2025 to Mar 30, 2026
    • Employees · 77 to 88
      Nov 20, 2025 to Mar 30, 2026
    • Insurance-licensed employees · 0 to 1
      Nov 20, 2025 to Mar 30, 2026
    • State-registered IARs · 49 to 52
      Nov 20, 2025 to Mar 30, 2026
    • Discretionary RAUM · $3.3B to $4.1B
      Nov 20, 2025 to Mar 30, 2026
    • HNW RAUM · $4.0B to $4.8B
      Nov 20, 2025 to Mar 30, 2026
    • Individual RAUM · $394M to $421M
      Nov 20, 2025 to Mar 30, 2026
    • Non-discretionary RAUM · $1.2B to $1.2B
      Nov 20, 2025 to Mar 30, 2026
    • Pension RAUM · 28531408.0 to unset
      Nov 20, 2025 to Mar 30, 2026
    • RAUM · $4.5B to $5.3B
      Nov 20, 2025 to Mar 30, 2026
    • Accounts · 8,671 to 11,697
      Aug 29, 2025 to Nov 20, 2025
    • Advisory employees · 27 to 36
      Aug 29, 2025 to Nov 20, 2025
    • BD registered reps · 0 to 7
      Aug 29, 2025 to Nov 20, 2025
    • Charity clients · 4 to 8
      Aug 29, 2025 to Nov 20, 2025
    • Corporate clients · 21 to 26
      Aug 29, 2025 to Nov 20, 2025
    • HNW clients · 934 to 1,330
      Aug 29, 2025 to Nov 20, 2025
    • Individual clients · 731 to 1,506
      Aug 29, 2025 to Nov 20, 2025
    • Pension plan clients · 0 to 9
      Aug 29, 2025 to Nov 20, 2025
    • Employees · 63 to 77
      Aug 29, 2025 to Nov 20, 2025
    • State-registered IARs · 39 to 49
      Aug 29, 2025 to Nov 20, 2025
    • Other offices · 3 to 4
      Aug 29, 2025 to Nov 20, 2025
    • Discretionary RAUM · $2.2B to $3.3B
      Aug 29, 2025 to Nov 20, 2025
    • HNW RAUM · $3.1B to $4.0B
      Aug 29, 2025 to Nov 20, 2025
    • Individual RAUM · $202M to $394M
      Aug 29, 2025 to Nov 20, 2025
    • Non-discretionary RAUM · $1.1B to $1.2B
      Aug 29, 2025 to Nov 20, 2025
    • Pension RAUM · $0 to $28.5M
      Aug 29, 2025 to Nov 20, 2025
    • RAUM · $3.4B to $4.5B
      Aug 29, 2025 to Nov 20, 2025
    • Wrap assets (manager) · unset to 0.0
      Aug 29, 2025 to Nov 20, 2025
    • Wrap assets (sponsor) · unset to 0.0
      Aug 29, 2025 to Nov 20, 2025
    • Financial planning clients · More than 500 to More than 500
      Jun 12, 2025 to Jul 30, 2025
    • Other offices · 2 to 3
      Jun 12, 2025 to Jul 30, 2025
    • RAUM · $2.8B to $3.4B
      Nov 19, 2024 to Mar 27, 2025
    Signals
    15 dated events
    • R•• T•••••••'s advisors moved to B•• W•••••• L•• (Sandy Springs, GA): 3 of 3 registered, on the same day
      Jul 17, 2026 · Firm absorbed (people side) · derived
    • 2 advisors left S•••••••• B••••••••• L•• (Peachtree Corners, GA) for B•• W•••••• L•• within 8 days
      Apr 1, 2026 · Team lift-out · derived
    • 4 advisors left S•••••••• B••••••••• L•• (Peachtree Corners, GA) for B•• W•••••• L•• on the same day
      Dec 31, 2025 · Team lift-out · derived
    • 2 advisors left B•• A•••••••• L•• (Columbus, GA) for B•• W•••••• L•• on the same day
      Dec 8, 2025 · Team lift-out · derived
    • B•• W•••••• L•• reported 49 state-registered advisory representatives, up from 39 (2025-08-29 to 2025-11-20)
      Nov 20, 2025 · ria a•••••• headcount change · derived
    • B•• W•••••• L•• reported RAUM $4.5B, up 33% from $3.4B (2025-08-29 to 2025-11-20)
      Nov 20, 2025 · RAUM change · derived
    • B••••• W• W•••• left B•• W•••••• L•• for M•• P•••••••• I••• (registered 2025-01-08)
      Aug 20, 2024 · a•••••• firm change · fact
    • J•••• A•••••••• M•• left B•• W•••••• L•• for A•• C••••••• L•• (registered 2023-11-22)
      Oct 18, 2023 · a•••••• firm change · fact
    • H••••• D•••••• A••••• (Cfo) appeared on Schedule A of B•• W•••••• L••
      Mar 30, 2023 · Control person joined · fact
    • Arnold Eric Cramer (Cio) appeared on Schedule A of B•• W•••••• L••
      Mar 30, 2023 · Control person joined · fact
    • A••• N••••• S•••• (Coo) appeared on Schedule A of B•• W•••••• L••
      Mar 30, 2023 · Control person joined · fact
    • M••••••••• D••••• M••••••• (Cto) appeared on Schedule A of B•• W•••••• L••
      Mar 30, 2023 · Control person joined · fact
    • B•• W•••••• L•• reported RAUM $2.2B, up 41% from $1.6B (2021-04-30 to 2022-03-31)
      Mar 31, 2022 · RAUM change · derived
    • B•• W•••••• L•• reported RAUM $1.3B, up 38% from $949.0M (2019-05-08 to 2020-03-31)
      Mar 31, 2020 · RAUM change · derived
    • B•• W•••••• L•• reported RAUM $864.0M, up 31% from $657.8M (2017-08-31 to 2018-03-30)
      Mar 30, 2018 · RAUM change · derived
    Across DFX
    shared identifiers only, never a name match
    How to reach
    public business contact points only, each with its source
    Business email
    scott@prehmusfinancial.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    drew@prehmusfinancial.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    404-495-5230reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    706-256-0115reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    770-825-0248reportedpublished by the firm, firm site, Sep 15, 2026
    Firm profile
    linkedin.com/company/bip-wealthreportedpublic record, Form ADV, Sep 18, 2026
    Website
    prehmusfinancial.comreportedpublic record, Form ADV, Sep 18, 2026
    Principal office phone
    404-495-5230reportedpublic record, Form ADV, Jun 22, 2026
    Team page
    bipwealth.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $83.9Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026