Bluechip Wealth Advisors LLC

RIASEC Registered
Total AUM
$666M
Discretionary
$524M
79% of AUM
Avg account
$640K
Accounts
1,041
Employees
8
Advisory reps
6

Firm details

Headquarters
Milton, Georgia
CRD number
150008
Registered since
April 26, 2019
Custodians
CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO., EMPOWER TRUST COMPANY, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI60.07%
  • Pension & Profit Sharing Plans29.13%
  • Individuals9.4%
  • Corporations / Businesses1.18%
  • State / Municipal Government0.16%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bluechip Wealth Advisors LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2019. The firm acts as a capital allocator for both individual & family and institutional clients, offering fee arrangements that include percentage-of-AUM, hourly, and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of other advisers. The firm identifies as an active ESG investor, which suggests environmental, social, and governance factors are incorporated into its investment review or manager selection processes. Bluechip also positions itself to use outside managers and third-party funds as part of its capital allocation approach.

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 81%, Exchange Traded Equities 12%, Private Funds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities12%
  • Private Funds2%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 197

Active vs passive

$362M in ETFs

Passive

66%

$237M

Active

24%

$125M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$16.9M22,1204.66%

Location

Primary office

Milton, GA

Fulton

Location

Milton, GA

Headquartered in Milton, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
12655 Birmingham Hwy
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth