BW
BLUECHIP WEALTH ADVISORS LLC
SEC RegisteredMILTON, GAhttps://bcwealthadvisors.com770-771-5812
Assets Under Management
$500M–$1B
Employees
8
Office Locations
1 office
Total Accounts
1041
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Services
retirement_planninginvestment_managementfinancial_planningestate_planninginsurancecharitable_givingwealth_management
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 206 | $63M |
| High Net Worth Individuals | 166 | $400M |
| Charitable Organizations | 26 | $194M |
0 total clients reported on Form ADV.
Leadership
Marcus Alan Ashworth
MANAGING MEMBER
Jessica Renee Vickery
CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
GA
MILTONHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#150008
SEC Number
801-115105
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
| Asset tier | Annual rate |
|---|---|
| Under $1,000,000 | 1.75% |
| $1,000,000 - $2,999,999 | 1.50% |
| $3,000,000+ | 0.00% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
bcwealthadvisors.comPhone
770-771-5812Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLUECHIP WEALTH ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.