LP Profile

Bison Wealth

Wealth ManagerAtlanta, United States
$1.2B
Assets Under Management
Atlanta
Headquarters
Investment Focus

About Bison Wealth

Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what matters most to them. We will execute this plan by utilizing best in class investment solutions and cutting edge technology to keep each client involved and informed at every step of the process.

Preferred Investment Types

Growth CapitalLong-Term Investments

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bison Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.7B
Total Clients
9,003
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Bison Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Bison Wealth?

Bison Wealth is a wealth manager based in Atlanta, United States, managing approximately $1.2B in assets.

Where is Bison Wealth headquartered?

Bison Wealth is headquartered in Atlanta, United States.

How much does Bison Wealth manage?

Bison Wealth manages approximately $1.2B in assets under management.

What does Bison Wealth invest in?

Bison Wealth focuses on Growth Capital, Long-Term Investments.

How can I contact Bison Wealth?

Verified contact details, key decision-makers, and investment preferences for Bison Wealth are available on LPbacked. Create a free account to access them.