BIP Wealth is required to file annual disclosure documents with the SEC and in turn provide those documents to our clients. Below please see links to all required disclosures about BIP Wealth, including our Form ADV Parts 2 and 3, as well as our Privacy Policy.
Our Form ADV Part 3 – CRS (Client Relationship Summary), is a summary document that addresses the services we offer, the fees we charge, and our legal obligations to our clients.
ADV Part 3 – CRS > (Last updated 9/30/2025)
Our Form ADV Part 2 (Firm Brochure and Supplement), is a disclosure document that addresses matters such as the services we offer, the fees we charge, any conflicts of interest, and any additional information that is essential for clients to know regarding our firm. We believe the more you know about us and the services we offer, the stronger our relationship will be.
ADV Part 2> (Last updated 1/1/2026)
We respect the confidentiality of our clients’ non-public, personal information. It is our intention to ensure this information is safeguarded to protect against its misuse. We are providing the link below to our current Privacy Policy to remind you of our concern for, and our efforts related to, the protection of your personal, non-public information.
Privacy Policy > (Last updated 9/5/2025)
