Advisor at Bison Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bison Wealth, LLC
Location
Atlanta, GA 30326
Credentials
Series 63, Series 65
Industry experience
37 years
Michelle Mangum is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Bison Wealth since 2015. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions with a focus on outcome-based portfolios that include both liquid and private market strategies.
Based on Bison Wealth, LLC
Based on Bison Wealth, LLC
Financial planning fees may be fixed fees as agreed
Negotiable, up to 2.0% annually; may be fixed percent or tiered rates applied to different tranches of account value
Financial planning fees may be charged on an hourly basis as agreed
Minimum fee: $120 annually ($10 per month) administrative service fee per account, charged under certain circumstances Fee-only: Financial planning fees charged separate from advisory fees; can be fixed fee or hourly, monthly or quarterly basis as agreed in Financial Planning Agreement
3550 Lenox Road Ne, Suite 2550
Atlanta, GA 30326
Georgia
Bison Wealth, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
Series 65
Atlanta, GA
Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")