Blue Ridge Wealth Planners

RIASEC Registered

Total AUM

$362M

Discretionary

$362M

100% of AUM

Avg account

$169K

Accounts

2,137

Employees

26

Advisory reps

18

Firm details

Headquarters: Knoxville, Tennessee
CRD number: 285347
Registered since: March 22, 2022
Website: blueridgewealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Other
Client types: Individuals64.22%
HNWI34.67%
Pension & Profit Sharing Plans0.89%
Corporations / Businesses0.22%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Blue Ridge Wealth Planners is an independent RIA structured as an LLC that registered with the SEC in 2022. The firm works with both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars. It also operates an insurance brokerage practice. Fee arrangements are primarily a percentage-of-AUM model, with other fee structures used on a case-by-case basis. Blue Ridge is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds98%
Other2%

Owners & executives

3 of 3

Christopher Payne
Chief Operating OfficerCRD 4913131
Bryce Hodge
Wealth CoordinatorCRD 7733125
Jacob Nelson
Wealth CoordinatorCRD 8293336

Contacts

3 of 15

Jonathan Mills
Wealth PlannerCRD 7000500
Richard Hill
Portfolio ManagerCRD 7072214
Marc Morris
Wealth PlanningCRD 7194047

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 55

Active vs passive

$480M in ETFs

Passive

49%

$234M

Active

27%

$246M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
AVANTIS US EQUITY ETF (AVUS)	Avantis	Active	Large Blend	$46.5M	362,974	9.69%

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Primary office

Knoxville, TN

Knox

Location

Knoxville, TN

Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.

Metro area: Knoxville-Morristown-Sevierville, TN
Region: South
County: Knox
Address: 9725 Cogdill Rd
Time zone: CT (UTC-6)
Office locations

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