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BLUE RIDGE WEALTH PLANNERS
RETIREMENT FINANCIAL SOLUTIONS, LLC
CRD 285347 · SEC 801-123504
9725 COGDILL ROAD, SUITE 101, KNOXVILLE, TN, 37932, United States
Phone
865-392-4260
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$361.7M
Discretionary AUM
$361.7M
Team
26 total employees; 14 advisory reps
Clients
More than 500
Fees
Percentage of AUM; COSTS ASSOCIATED WITH THE CONTENT OF THE WORKSHOP AND/OR COURSE
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 721 | $232.3M |
| High net worth individuals | 69 | $125.4M |
| Pension/profit sharing plans | 4 | $3.2M |
| Corporations/business entities | 4 | $785K |
States served
GA, NC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD