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Bison Wealth LLC

EST. AUM
$1,605,442,799

CONTACTS
4

CLIENT ACCOUNTS
4,347

Firm Details

Metro area Atlanta
CRD Number 165931
Website bisonwealth.com
Client types

Overview

Bison Wealth, founded by The Terry and Kim Pegula Family Office and operating partner Teton Capital Partners, aims to make family office tools available to all its clients. Their culture is built around the concepts of Plan, Protect, and Prosper, offering a range of financial planning and advisory service. Formerly known as Lakeview Capital Partners. As od Jan 1, 2025 Bison Wealth and Bison Advisors have merged into one company, Bison Wealth. Approx $3 billion in assets.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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