Matthew Hand

BIP WEALTH

Alpharetta, GA 30009

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CRD#: 6834601

Professional summary

Matthew Hand, CFP®, who also goes by Matthew D Hand, is a registered financial advisor currently at BIP WEALTH, LLC located in Alpharetta, Georgia and BIP ALLIANCE, LLC located in Columbus, Georgia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew D Hand

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Hand'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®

CFP^®

Certified Financial Planner

Experience

Current

July 31, 2023 - Present

BIP WEALTH, LLC

Office #1: 2500 Northwinds Parkway Building Iii, Suite 100, Alpharetta, GA 30009

RIA

CRD#: 143208

Alpharetta, GA

Current

June 26, 2024 - Present

BIP ALLIANCE, LLC

Office #1: 2101 Brookstone Centre Pkwy Ste 200, Columbus, GA 31904

RIA

CRD#: 330528

Columbus, GA

Past

May 24, 2021 - March 8, 2023

CAPFINANCIAL SECURITIES, LLC.

CRD#: 126291

STOCKBRIDGE, GA

Past

April 26, 2021 - March 8, 2023

CAPTRUST

RIA

CRD#: 175112

STOCKBRIDGE, GA

Past

September 30, 2020 - July 20, 2021

CETERA ADVISORS LLC

RIA

CRD#: 10299

STOCKBRIDGE, GA

Past

September 29, 2020 - July 20, 2021

CETERA ADVISORS LLC

CRD#: 10299

STOCKBRIDGE, GA

Past

October 13, 2018 - August 20, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Alpharetta, GA

Past

November 22, 2017 - August 20, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Alpharetta, 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

Georgia
(7/31/2023)

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: 10/12/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/11/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/22/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 2/6/2020

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/4/2019

General Securities Sales Supervisor - Options Module 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

Matthew Hand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Hand's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIP ALLIANCE, LLC

CAPFINANCIAL SECURITIES, LLC.

CAPTRUST

CETERA ADVISORS LLC

CETERA ADVISORS LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/12/2018

Series 63

Date: 12/11/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/22/2017

Series 10

Date: 2/6/2020

Series 9

Date: 12/4/2019

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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