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Bluechip Wealth Advisors LLC

● SEC registered since 2019CRD 150008SEC# 801-115105Milton, GA
Export (members)
Reg. AUM
$637M
Employees
8
Accounts
1,188
Location
Milton, GA

Bluechip Wealth Advisors LLC assets under management

Bluechip Wealth Advisors LLC is an SEC-registered investment adviser based in Milton, GA. The firm has been registered since 2019. It reports $637 million in regulatory assets under management and employs 8 people.
www.bcwealthadvisors.comView on SEC.gov ↗

Bluechip Wealth Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Jessica Renee Vickery ControlChief Compliance OfficerUnder 5%2019
Marcus Alan Ashworth ControlManaging MemberOver 75%2009

Frequently asked questions

How much does Bluechip Wealth Advisors LLC manage?

Bluechip Wealth Advisors LLC reports $637 million in regulatory assets under management on its Form ADV.

How many employees does Bluechip Wealth Advisors LLC have?

Bluechip Wealth Advisors LLC reports 8 employees.

Where is Bluechip Wealth Advisors LLC located?

Bluechip Wealth Advisors LLC is based in Milton, GA and has been SEC-registered since 2019.

Does Bluechip Wealth Advisors LLC disclose fund performance?

Bluechip Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12655 Birmingham Hwy, Suite 201, Milton, GA 30004
Phone770-771-5812
Fax770-771-5885
Office hours8:30 a.m. - 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$637M
Non-discretionary$0
Total (RAUM)$637M