BLUECHIP WEALTH ADVISORS LLC

12655 Birmingham Hwy
Suite 201
Milton, Georgia 30004
Tel: 770-771-5812

About BLUECHIP WEALTH ADVISORS LLC

BLUECHIP WEALTH ADVISORS LLC, formally registered with the SEC as BLUECHIP WEALTH ADVISORS LLC. The firm was established in 04/26/2019. They have over 1 offices throughout the country.

BLUECHIP WEALTH ADVISORS LLC is a Milton, Georgia based Financial Planning firm with nearly $485,084,699 assets under management, offering retirement planning & investment advisory services to 1049 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150008
SEC#	801-115105
Assets Managed by Firm	$485,084,699
No. of Clients	1049
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1049	$485,084,699
Individuals (other than high net worth individuals)	233	$72,680,847
High net worth individuals	162	$326,311,884
Pension and profit sharing plans	20	$77,261,517
Charitable organizations	Fewer than 5 clients	$777,491
Corporations or other businesses	Fewer than 5 clients	$7,116,890

More Retirement Planning firms in Milton, Georgia:

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INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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