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| Keyboard |
| Bluechip Wealth Advisors LLC
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|---|---|
| CRD # | 150008 |
| SEC # | 801-115105 |
| CIK # | 0002015578 |
| AUM | 666.4 M (2026-03-30) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 770-771-5812 |
| Address | 12655 Birmingham Hwy Milton, GA 30004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Aflac Inc | 6.4 | ||
| SPDR Gold Trust | 5.6 | ||
| Home Depot Inc | 4.5 | ||
| Apple Inc | 4.2 | ||
| Nvidia Corp | 3.6 | ||
| BB&T Corp | 2.2 | ||
| Microsoft Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 62.6 |
| (b) Individuals (high net worth individuals) | 166 | 400.3 |
| (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 | 194.2 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 1.1 |
| (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 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,041 | 666.4 |
| By Discretionary | ||
| Discretionary | 1,024 | 524.1 |
| Non-Discretionary | 17 | 142.3 |
| Total | 1,041 | 666.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 666.4 | |
| Total | 1,041 | 666.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002015578] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pacific Capital Wealth Advisors Inc
✚
|
CA | 668.6 M |
|
Wealth Care LLC
✚
|
668.6 M | |
|
The Oak Ridge Financial Services Group Inc
✚
|
MN | 668.6 M |
|
Oakwell Private Wealth Management LLC
✚
|
TX | 668.1 M |
|
Veridan Wealth LLC
✚
|
OR | 667.2 M |
|
Wealth Advisory Group Inc
✚
|
PA | 666.9 M |
|
Investors Research Corporation
✚
|
GA | 666.7 M |
|
Prestige Wealth Management Group LLC
✚
|
NJ | 666.4 M |
|
Focused Alpha LLC
✚
|
CO | 663.9 M |
|
Compass Capital Corporation
✚
|
MA | 663.6 M |