Bluechip Wealth Advisors LLC
● SEC registered since 2019CRD 150008SEC# 801-115105Milton, GA
Reg. AUM
$666.4M
Employees
8
Accounts
1,041
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 $666.4 million in regulatory assets under management and employs 8 people.
Bluechip Wealth Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Renee Vickery Control | Chief Compliance Officer | Under 5% | 2019 |
| Marcus Alan Ashworth Control | Managing Member | Over 75% | 2009 |
Frequently asked questions
How much does Bluechip Wealth Advisors LLC manage?
Bluechip Wealth Advisors LLC reports $666.4 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
| Address | 12655 Birmingham Hwy, Suite 201, Milton, GA 30004 |
| Phone | 770-771-5812 |
| Fax | 770-771-5885 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$666.4M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$666.4Mregulatory AUM
Discretionary $524.1MNon-discretionary $142.3M