Constellation Wealth Capital Takes Minority Stake in $5.5B BIP Wealth

Atlanta-based RIA BIP Wealth has received a strategic minority growth investment from Constellation Wealth Capital (CWC) as the firm looks to accelerate expansion across the Southeast and beyond. 

BIP oversees more than $5.5 billion in assets and delivered $725 million in new organic AUM in 2025, with expectations to surpass that figure in 2026. The capital infusion will support additional partnerships with like-minded wealth management firms and bolster BIP’s succession and growth solutions. 

“We want to offer our client-first, servant leadership model to other firms looking for a solution. Whether a founder is looking for help with their succession plan or wanting to fuel their next stage of growth, we want to partner with like-minded people,” said Bill Harris, co-founder and CEO of BIP Wealth. 

In addition to organic growth, BIP added more than $1.2 billion in AUM through two partnerships, The Money Advisor Group in 2024 and Prehmus Financial in 2025, strengthening its inorganic pipeline. 

“When we look for qualities in a firm to partner with, the BIP Wealth team checked all the boxes,” said Karl Heckenberg, President & Managing Partner of Constellation Wealth Capital. “Seeing their impressive organic growth and dedication to clients, we knew we wanted to link arms and help support the growth of the BIP Wealth platform in the future.” 

CWC, known for minority investments in growth-oriented RIAs, previously invested in Merit Financial Advisors, Lido Advisors, Procyon Partners, and Cresset. BIP operates five offices across Georgia and Tennessee. 

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