Bank / Wealth / TrustRIA · CRD 340724SEC-Registered

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Bison Wealth

Bison Wealth is an SEC-registered investment adviser in Atlanta, GA, registered since 2019. The firm manages $2.7 billion in regulatory assets under management...

Bison Wealth

Bison Wealth is an SEC-registered investment adviser in Atlanta, GA, registered since 2019. The firm manages $2.7 billion in regulatory assets under management on a discretionary basis. It has 78 employees and 65 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2019

AUM

1600 (Altss estimate)

Location

Region

North America

Country

United States

City

Lyndhurst

Corporate office

Lake Mary, United States

Frequently asked questions

What is Bison Wealth?

Bison Wealth is a bank / wealth / trust headquartered in Lyndhurst, United States.

When was Bison Wealth founded?

Bison Wealth was founded in 2019.

Where is Bison Wealth headquartered?

Bison Wealth is headquartered in Lyndhurst, United States, in the North America region.

What is Bison Wealth's assets under management?

Bison Wealth reports approximately 1600 (Altss estimate) in assets under management, as tracked by Altss.

What does Altss track for Bison Wealth?

Altss maintains an OSINT-verified profile of Bison Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Bison Wealth's website?

Bison Wealth's public website is www.bisonllc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Bison Wealth?

Bison Wealth is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.

How does Altss source intelligence on Bison Wealth?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Bison Wealth's Altss profile last updated?

Bison Wealth's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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