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BLUECHIP WEALTH ADVISORS LLC
CRD 150008 · SEC 801-115105
12655 BIRMINGHAM HWY, SUITE 201, MILTON, GA, 30004, United States
Phone
770-771-5812
Fax
770-771-5885
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$666.4M
Discretionary AUM
$524.1M
Team
8 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 206 | $62.6M |
| High net worth individuals | 166 | $400.3M |
| Pension/profit sharing plans | 26 | $194.2M |
States served
AL, CA, GA, LA, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD