BLUE RIDGE WEALTH PLANNERS

9725 Cogdill Road
Suite 101
Knoxville, Tennessee 37932
Tel: 865-392-4260

About BLUE RIDGE WEALTH PLANNERS

BLUE RIDGE WEALTH PLANNERS, formally registered with the SEC as BLUE RIDGE WEALTH PLANNERS. The firm was established in 03/22/2022. They have over 2 offices throughout the country.

BLUE RIDGE WEALTH PLANNERS is a Knoxville, Tennessee based Financial Planning firm with nearly $201,231,521 assets under management, offering retirement planning & investment advisory services to 1846 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285347
SEC#	801-123504
Assets Managed by Firm	$201,231,521
No. of Clients	1846
No. of Advisors	22

Fee Structure

A percentage of AUM
Other (COSTS ASSOCIATED WITH THE CONTENT OF THE WORKSHOP AND/OR COURSE)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1846	$201,231,521
Individuals (other than high net worth individuals)	644	$165,057,319
High net worth individuals	19	$36,174,202

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