Blue Ridge Wealth Planners
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 285347
- Registered since
- March 22, 2022
- Website
- blueridgewealth.com
- 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
FINTRXOverview
Blue Ridge Wealth Planners is an independent, LLC-structured registered investment adviser that began SEC registration in 2022 and is owned by an individual principal. The firm serves both individuals/families and institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and educational seminars. It also operates as an insurance broker. Their client-fee mix is primarily a percentage-of-assets-under-management model supplemented by other fee sources. Blue Ridge does not position itself as a capital allocator or an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Other2%
Owners & executives
3 of 3
Christopher Payne
Chief Operating OfficerCRD 4913131
Jacob Nelson
Wealth CoordinatorCRD 8293336
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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$477M in ETFs
54%
$260M
27%
$218M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $45.2M | 353,155 | 9.48% |
Location
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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