Bluechip Wealth Advisors LLC

RIASEC Registered

Total AUM

$666M

Discretionary

$524M

79% of AUM

Avg account

$640K

Accounts

1,041

Employees

Advisory reps

Firm details

Headquarters: Milton, Georgia
CRD number: 150008
Registered since: April 26, 2019
Website: www.bcwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO., EMPOWER TRUST COMPANY, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.07%
Pension & Profit Sharing Plans29.13%
Individuals9.4%
Corporations / Businesses1.18%
State / Municipal Government0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bluechip Wealth Advisors LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2019. The firm acts as a capital allocator for both individual & family and institutional clients, offering fee arrangements that include percentage-of-AUM, hourly, and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of other advisers. The firm identifies as an active ESG investor, which suggests environmental, social, and governance factors are incorporated into its investment review or manager selection processes. Bluechip also positions itself to use outside managers and third-party funds as part of its capital allocation approach.