Bluechip Wealth Advisors LLC

RIASEC RegisteredEst. 2019

Total AUM

$666M

Discretionary

$524M

79% of AUM

Avg account

$640K

Accounts

1,041

Employees

Advisory reps

Firm details

Headquarters: Milton, Georgia
CRD number: 150008
Registered since: April 26, 2019
Website: www.bcwealthadvisors.com
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 registered investment adviser organized as an LLC and operating since 2019. The firm is owned by an individual and acts as a capital allocator for a mix of high-net-worth individuals, families and institutional clients. Core services include comprehensive financial planning and portfolio management across individual, small business and institutional accounts, plus selection and oversight of outside managers and pension consulting services. Fee arrangements are flexible — percentage-of-AUM schedules alongside hourly and fixed-fee engagements are used. The firm describes itself as an active ESG investor and allocates to external managers for parts of its portfolios.