| 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 |
Bison Wealth, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
Bison Wealth, LLC reports 78 employees.
Bison Wealth, LLC is based in Atlanta, GA and has been SEC-registered since 2019.
Bison Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $2.59B |
| Non-discretionary | $164.7M |
| Total (RAUM) | $2.75B |