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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bluechip Wealth Advisors LLC
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|---|---|
| CRD # | 150008 |
| SEC # | 801-115105 |
| CIK # | 0002015578 |
| AUM | $637.0 M (2025-03-28) |
| Employees | 8 (75% Investors, 12% Brokers) |
| Phone | 770-771-5812 |
| Address | 12655 Birmingham Hwy Milton, GA 30004 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 4.9 | ||
| Apple Inc | 3.8 | ||
| Nvidia Corp | 3.2 | ||
| Microsoft Corp | 2.5 | ||
| BB&T Corp | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 72.3 |
| (b) Individuals (high net worth individuals) | 177 | 383.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 172.6 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 1.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,188 | 637.0 |
| By Discretionary | ||
| Discretionary | 1,188 | 637.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,188 | 637.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 637.0 | |
| Total | 1,188 | 637.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002015578] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McCarthy & Cox Retirement & Estate Specialists LLC
✚
|
OH | 0.6 |
|
Bard Financial Services Inc
✚
|
CT | 0.6 |
|
Gibbs Wealth Management LLC
✚
|
GA | 0.6 |
|
Waller Financial Planning Group Inc
✚
|
OH | 0.6 |
|
John E Sestina and Company
✚
|
OH | 0.6 |
|
Ascension Capital Advisors Inc
✚
|
TX | 0.6 |
|
Klaas Financial Asset Advisors LLC
✚
|
IL | 0.6 |
|
MinichMacGregor Wealth Management LLC
✚
|
NY | 0.6 |
|
Summit Wealth Partners LLC
✚
|
FL | 0.6 |
|
CL Wealth Management LLC
✚
|
IL | 0.6 |