Overview
Assets Under Management: $485 million
Headquarters: MILTON, GA
High-Net-Worth Clients: 177
Average Client Assets: $2 million
Frequently Asked Questions
BLUECHIP WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150008), BLUECHIP WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
BLUECHIP WEALTH ADVISORS LLC is headquartered in MILTON, GA.
BLUECHIP WEALTH ADVISORS LLC serves 177 high-net-worth clients according to their SEC filing dated April 30, 2024. View client details ↓
According to their SEC Form ADV, BLUECHIP WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BLUECHIP WEALTH ADVISORS LLC manages $485 million in client assets according to their SEC filing dated April 30, 2024.
According to their SEC Form ADV, BLUECHIP WEALTH ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 177
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.15
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,049
Discretionary Accounts: 1,049
Regulatory Filings
CRD Number: 150008
Last Filing Date: 2024-04-30 00:00:00
Website: https://bcwealthadvisors.com