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BLUECHIP WEALTH ADVISORS LLC
CRD 150008File 801-115105
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$666.4M
Above cohort median (national)
Discretionary AUM
$524.1M
Non-discretionary $142.3M
Clients
398
1,041 accounts
Employees
8
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 26, 2019
- Principal office
- 12655 BIRMINGHAM HWY, SUITE 201, MILTON, GA, 30004
- Phone
- 770-771-5812
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $666.4M
- Discretionary AUM
- $524.1M
- Non-discretionary AUM
- $142.3M
- Discretionary accounts
- 1,024
- Non-discretionary accounts
- 17
- Total accounts
- 1,041
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.9M |
| Charitable organizations | Fewer than 5 | $340K |
| High net worth individuals | 166 | $400.3M |
| Pension and profit sharing plans | 26 | $194.2M |
| State or municipal government entities | Fewer than 5 | $1.1M |
| Individuals (other than high net worth individuals) | 206 | $62.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.