BLUE RIDGE WEALTH PLANNERS

RIASEC RegisteredEst. 2022
Total AUM
$362M
Discretionary
$362M
100% of AUM
Avg account
$169K
Accounts
2,137
Employees
26
Advisory reps
17

Firm details

Headquarters
KNOXVILLE, Tennessee
CRD number
285347
Registered since
March 22, 2022
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Other
Client types
  • Individuals64.22%
  • HNWI34.67%
  • Pension & Profit Sharing Plans0.89%
  • Corporations / Businesses0.22%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Blue Ridge Wealth Planners is an independent SEC-registered RIA organized as an LLC and listed as owner-operated. The firm provides fee-based wealth management (percentage of AUM plus other fees) and also operates as an insurance broker. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Blue Ridge serves both individual & family and institutional clients, and it does not identify as an active ESG investor or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Other 2%98%
  • Public Funds/Mutual Funds98%
  • Other2%

Owners & executives

2 of 2
  • CHRISTOPHER PAYNE

    Chief Operating OfficerCRD 4913131

  • Bryce Hodge

    Wealth CoordinatorCRD 7733125

Contacts

3 of 15
  • Jonathan Mills

    Wealth PlannerCRD 7000500

  • Marc Morris

    Wealth PlanningCRD 7194047

  • Austin Ballenger

    Financial Service AdvisorCRD 7892866

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 53

Active vs passive

$408M in ETFs

Passive

58%

$236M

Active

24%

$172M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US EQUITY ETF (AVUS)AvantisActiveLarge Blend$37.4M335,9749.15%

Location

Primary office

KNOXVILLE, TN

KNOX

Location

KNOXVILLE, TN

Headquartered in KNOXVILLE, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.

Metro area
Knoxville-Morristown-Sevierville, TN
Region
South
County
KNOX
Address
9725 Cogdill Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth