Bison Wealth, LLC
● SEC registered since 2019CRD 299805SEC# 801-114547Atlanta, GA
Reg. AUM
$2.74B
Employees
78
Accounts
9,003
Location
Atlanta, GA
Bison Wealth, LLC assets under management
Bison Wealth, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2019. It reports $2.7 billion in regulatory assets under management and employs 78 people.
Bison Wealth, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bison Holdings, LLC Control | Owner | Over 75% | 2021 |
| Gregory Thomas Wright Control | Co-Ceo/Coo | Under 5% | 2022 |
| Jason Eric Luhan Control | Chief Compliance Officer | Under 5% | 2024 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bison Wealth, LLC manage?
Bison Wealth, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Bison Wealth, LLC have?
Bison Wealth, LLC reports 78 employees.
Where is Bison Wealth, LLC located?
Bison Wealth, LLC is based in Atlanta, GA and has been SEC-registered since 2019.
Does Bison Wealth, LLC disclose fund performance?
Bison Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3550 Lenox Road NE, Suite 2550, Atlanta, GA 30326 |
| Phone | 404-841-2224 |
| Fax | 404-343-2651 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1845251 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.74B▼ 1%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$2.74Bregulatory AUM
Discretionary $2.73BNon-discretionary $3.5M