# Bluechip Wealth Advisors LLC

> 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.

- CRD: 150008
- Filed as: BLUECHIP WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Milton, GA
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150008
- AdvisorCensus page: https://advisorcensus.com/firm/bluechip-wealth-advisors-llc-milton-ga-150008

## Quick answers

**How is Bluechip Wealth Advisors LLC compensated?**
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).

**Where is Bluechip Wealth Advisors LLC located?**
Bluechip Wealth Advisors LLC's principal office is in Milton, GA, according to its Form ADV.

**Is Bluechip Wealth Advisors LLC registered with the SEC or a state?**
Bluechip Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 150008.

**How much does Bluechip Wealth Advisors LLC manage?**
Bluechip Wealth Advisors LLC reports $666,399,638 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (79% discretionary).

**How have Bluechip Wealth Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Bluechip Wealth Advisors LLC serve?**
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).

**Which custodians does Bluechip Wealth Advisors LLC use?**
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.

**Does Bluechip Wealth Advisors LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Trust Company, LLC
- SEI Private Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $666,399,638
- Discretionary: $524,107,545
- Non-discretionary: $142,292,093

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 206 | $62,638,602 |
| High net worth individuals | 166 | $400,296,340 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $194,153,756 |
| Charitable organizations | Fewer than 5 | $339,902 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $1,095,966 |
| Corporations or other businesses not listed above | Fewer than 5 | $7,875,072 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CA, FL, GA, LA, NC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bcwealthadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $198,370,019 | 7 | August 17, 2021 |
| October 2022 | $343,950,097 | 7 | May 13, 2022 |
| October 2023 | $297,297,744 | 7 | March 31, 2023 |
| October 2024 | $485,084,699 | 8 | April 30, 2024 |
| October 2025 | $637,012,604 | 8 | March 28, 2025 |
| October 2026 | $666,399,638 | 8 | July 23, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluechip Wealth Advisors LLC (CRD 150008): Form ADV filing data as of October 2026.