{ "crd_number": 150008, "slug": "bluechip-wealth-advisors-llc-milton-ga-150008", "primary_business_name": "BLUECHIP WEALTH ADVISORS LLC", "legal_name": "BLUECHIP WEALTH ADVISORS LLC", "dbas": [], "city": "Milton", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2019-04-26", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-07-23", "carried_forward": false, "raum_total": 666399638.0, "raum_discretionary": 524107545.0, "raum_non_discretionary": 142292093.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 8, "advisory_employees": 6, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 339902.0, "count": null, "fewer_than_5": true }, "individuals": { "raum": 62638602.0, "count": 206 }, "state_municipal": { "raum": 1095966.0, "count": null, "fewer_than_5": true }, "pension_profit_sharing": { "raum": 194153756.0, "count": 26 }, "high_net_worth_individuals": { "raum": 400296340.0, "count": 166 }, "corporations_other_businesses": { "raum": 7875072.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": true, "disclosure_yes_count": 0, "states_registered": [ "AL", "CA", "FL", "GA", "LA", "NC", "TN", "TX" ], "websites": [ "https://bcwealthadvisors.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150008", "city_as_filed": "MILTON", "url": "https://advisorcensus.com/firm/bluechip-wealth-advisors-llc-milton-ga-150008", "display_name": "Bluechip Wealth Advisors LLC", "summary": "Bluechip Wealth Advisors LLC is an SEC-registered investment advisory firm in Milton, GA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.", "citation": "AdvisorCensus. Bluechip Wealth Advisors LLC (CRD 150008): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Bluechip Wealth Advisors LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Bluechip Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Bluechip Wealth Advisors LLC located?", "a": "Bluechip Wealth Advisors LLC's principal office is in Milton, GA, according to its Form ADV." }, { "q": "Is Bluechip Wealth Advisors LLC registered with the SEC or a state?", "a": "Bluechip Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 150008." }, { "q": "How much does Bluechip Wealth Advisors LLC manage?", "a": "Bluechip Wealth Advisors LLC reports $666,399,638 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (79% discretionary)." }, { "q": "How have Bluechip Wealth Advisors LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Bluechip Wealth Advisors LLC: Regulatory assets under management: $198,370,019 in the October 2021 data and $666,399,638 in the October 2026 data, up 236%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Bluechip Wealth Advisors LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (166); pension and profit sharing plans (but not the plan participants or government pension plans) (26)." }, { "q": "Which custodians does Bluechip Wealth Advisors LLC use?", "a": "Bluechip Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Empower Trust Company, LLC and SEI Private Trust Company as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Bluechip Wealth Advisors LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150008" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 198370019.0, "total_employees": 7, "filing_date": "2021-08-17" }, { "period": "2022-10-01", "regulatory_assets_under_management": 343950097.0, "total_employees": 7, "filing_date": "2022-05-13" }, { "period": "2023-10-01", "regulatory_assets_under_management": 297297744.0, "total_employees": 7, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 485084699.0, "total_employees": 8, "filing_date": "2024-04-30" }, { "period": "2025-10-01", "regulatory_assets_under_management": 637012604.0, "total_employees": 8, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 666399638.0, "total_employees": 8, "filing_date": "2026-07-23" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Empower Trust Company, LLC", "name_as_filed": "EMPOWER TRUST COMPANY, LLC", "affiliated": false }, { "name": "SEI Private Trust Company", "name_as_filed": "SEI PRIVATE TRUST COMPANY", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/bluechip-wealth-advisors-llc-milton-ga-150008.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 206, "fewer_than_5": false, "raum": 62638602.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 166, "fewer_than_5": false, "raum": 400296340.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 26, "fewer_than_5": false, "raum": 194153756.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 339902.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": null, "fewer_than_5": true, "raum": 1095966.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 7875072.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150008", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }