BLUECHIP WEALTH ADVISORS LLC
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
FINTRXOverview
Bluechip Wealth Advisors LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2019. The firm serves both individual and family clients as well as institutional investors and operates as a capital allocator, combining fee models that include a percentage of AUM, hourly charges, and fixed fees. Its advisory services cover comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses, and institutions, pension consulting, and manager selection. Bluechip identifies as an active ESG investor, and its structure indicates a preference for using third-party managers alongside in-house advice.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds81%
- Exchange Traded Equities12%
- Private Funds2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1JESSICA VICKERY
Managing Partner and Chief Compliance OfficerCRD 5896572
Contacts
3 of 5MARCUS ASHWORTH
Managing PartnerCRD 2890387
John Cronin
Wealth AdvisorCRD 7283341
DAVID SMITH
Senior Partner and Wealth AdvisorCRD 4235935
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 133Active vs passive
$257M in ETFs
67%
$172M
28%
$85.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ULTRA-SHORT BOND ETF (VUSB) | Vanguard | Active | Ultrashort Bond | $14.7M | 295,906 | 5.73% |
Location
MILTON, GA
FULTON
Location
MILTON, GA
Headquartered in MILTON, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 12655 Birmingham Hwy
- Time zone
- ET (UTC-5)
- Office locations
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