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Bank / Wealth / TrustRIA · CRD 340724SEC-Registered

Updated:

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 4 employees and 65 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2019

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 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 uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.

When was Bison Wealth's Altss profile last updated?

Bison Wealth's source record was modified on June 3, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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