BLUE RIDGE WEALTH PLANNERS
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
FINTRXOverview
Blue Ridge Wealth Planners is an independent SEC-registered RIA organized as an LLC and listed as owner-operated. The firm provides fee-based wealth management (percentage of AUM plus other fees) and also operates as an insurance broker. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Blue Ridge serves both individual & family and institutional clients, and it does not identify as an active ESG investor or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Other2%
Owners & executives
2 of 2CHRISTOPHER PAYNE
Chief Operating OfficerCRD 4913131
Bryce Hodge
Wealth CoordinatorCRD 7733125
Contacts
3 of 15Jonathan Mills
Wealth PlannerCRD 7000500
Marc Morris
Wealth PlanningCRD 7194047
Austin Ballenger
Financial Service AdvisorCRD 7892866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$408M in ETFs
58%
$236M
24%
$172M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $37.4M | 335,974 | 9.15% |
Location
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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