Charles A. Crowley

BIP WEALTH

Alpharetta, GA 30009

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CRD#: 5564949

Professional summary

Charles Allen Crowley IV, AIF®, CFP®, who also goes by Chace Crowley, Charles Allen Crowley IV, Charles Allen Crowley, is a registered financial advisor currently at BIP WEALTH, LLC located in Alpharetta, Georgia.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Charles has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chace Crowley | Charles Allen Crowley Iv | Charles Allen Crowley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FIXED INSURANCE SALES - maintain life, health and sickness licenses but as of now, not selling any fixed insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Allen Crowley IV's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

January 27, 2023 - Present

BIP WEALTH, LLC

Office #1: 2500 Northwinds Pkwy Suite 250, Alpharetta, GA 30009

RIA

CRD#: 143208

Alpharetta, GA

Past

September 9, 2021 - January 23, 2023

VERACITY CAPITAL LLC

RIA

CRD#: 304272

ATLANTA, GA

Past

September 2, 2021 - September 24, 2021

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Atlanta, GA

Past

March 4, 2019 - May 12, 2021

ATLANTA FINANCIAL ASSOCIATES, LLC

RIA

CRD#: 126703

ATLANTA, GA

Past

October 9, 2014 - December 31, 2018

ATLANTA FINANCIAL ASSOCIATES, LLC

RIA

CRD#: 126703

ATLANTA, GA

Past

August 14, 2013 - August 28, 2018

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

ATLANTA, GA

Past

August 18, 2010 - August 28, 2018

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

ATLANTA, GA

Past

June 11, 2009 - August 25, 2010

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

ATHENS, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(1/27/2023)

IAR

Georgia
(2/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/23/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/10/2009

General Securities Representative Examination

Current Firm

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 Approved)

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Contact information

Main Address

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305

Mailing Address

Phone number

(404) 495-5230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 (10/13/2025)

ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts	11,697
AUM (Assets Under Management)	$ 4,460,675,379

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Charles A. Crowley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Allen Crowley IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERACITY CAPITAL LLC

MERCER GLOBAL ADVISORS INC.

ATLANTA FINANCIAL ASSOCIATES, LLC

ATLANTA FINANCIAL ASSOCIATES, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

BIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/23/2009

SIE

Date: 8/28/2018

Series 7

Date: 6/10/2009

Current Firm

BIP WEALTH, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BIP WEALTH, LLC

TRUST BUT VERIFY

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