BLUECHIP WEALTH ADVISORS LLC
SEC RegisteredYour Wealth Advisors For Life
About the firm
BlueChip Wealth Advisors is a wealth advisory firm built on the foundation of competency, trustworthiness, and a commitment to clients. Since 2007, the firm has built its reputation focused on becoming one of the premier wealth advisory firms in the southeast. BlueChip proudly supports members of the U.S. military, first responders, and their families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
BlueChip Wealth Advisors offers wealth management and fiduciary consulting services including business owner services (mergers and acquisitions, valuations, exit strategies, buy-sell agreements, succession planning, qualified retirement plans), executive benefits optimization, investment management and consulting, comprehensive financial planning, trust and estate planning and protection, and retirement planning.
Who they serve
Exceptional individuals and families, those who have achieved financial affluence, those who are forging their net worth, business owners with additional financial complexities, and individuals of high-net-worth.
| 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
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| 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
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
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.