Adam William Bippen

Arax Advisory Partners

4 Years of Experience

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Areas of Practice

Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth

Arax Advisory Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

77 advisors

Number of Clients

2,692 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$2.8B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

16020 Swingley Ridge, Suite 110, Chesterfield, MO, 63017

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Arax Advisory Partners

August 2025 - Present · 6 mos

Summit Wealth Strategies

April 2021 - Present · 4 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.