Hedge Fund Database

BLUECHIP WEALTH ADVISORS LLC

Adviser information for BLUECHIP WEALTH ADVISORS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,049 $485.1M
Non-Discretionary 0 $0
Total 1,049 $485.1M

Clients

Type Number RAUM
Individuals 233 $72.7M
HNW Individuals 162 $326.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 20 $77.3M
Charitable organizations <5 $777,491
State or municipal gov entities <5 $936,070
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $7.1M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMHourly chargesSubscription feesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 37.0M
Both for Same 0
Portfolio Manager to Program Sponsor
SEI INVESTMENTS MANAGEMENT CORPORATION SEI INVESTMENTS MANAGEMENT CORP
PEAK WRAP FEE PROGRAM ARKADIOS WEALTH ADVISORS

Identifiers

SEC RIA File Number 801-115105
SEC ERA File Number 801-115105
SEC CIK Numbers 2015578
SEC CRD Numbers 150008
Legal Entity Identifier None

Principal Office

12655 BIRMINGHAM HWY
SUITE 201
MILTON
GA
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 770-771-5812, Fax: 770-771-5885

Websites

www.bcwealthadvisors.com www.facebook.com/bluechipwealthadvisors/ www.linkedin.com/company/bluechip-wealth-advisors

Chief Compliance Officer

JESSICA VICKERY
12655 BIRMINGHAM HWY
SUITE 201
MILTON
GA
United States
Tel: 770-771-5812
Fax: 770-771-5885
(Full email address available in API data)

Regulatory Contact

MARCUS ASHWORTH
MANAGING PARTNER
12655 BIRMINGHAM HWY
SUITE 201
MILTON
GA
United States
Tel: 770-771-5812
Fax: 770-771-5885
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ASHWORTH, MARCUS, ALAN Individual – MANAGING MEMBER 05/2009 > 75%
VICKERY, JESSICA, RENEE Individual – CHIEF COMPLIANCE OFFICER 03/2019 < 5%

No. Employees, Historic

105020192020202120222023202420258 on 6/11/20197 on 3/30/20207 on 5/5/20207 on 6/29/20207 on 7/29/20207 on 11/11/20207 on 2/1/20217 on 3/31/20217 on 4/30/20217 on 4/30/20217 on 8/17/20217 on 11/19/20217 on 4/4/20227 on 5/13/20227 on 10/18/20227 on 12/6/20227 on 12/8/20227 on 2/28/20237 on 3/31/20238 on 3/29/2024

RAUM, Historic

500M250M02019202020212022202320242025122137086 on 6/11/2019168029446 on 3/30/2020168029446 on 5/5/2020168029446 on 6/29/2020168029446 on 7/29/2020168029446 on 11/11/2020168029446 on 2/1/2021198370019 on 3/31/2021198370019 on 4/30/2021198370019 on 4/30/2021198370019 on 8/17/2021198370019 on 11/19/2021343950097 on 4/4/2022343950097 on 5/13/2022343950097 on 10/18/2022343950097 on 12/6/2022343950097 on 12/8/2022343950097 on 2/28/2023297297744 on 3/31/2023485084699 on 3/29/2024

No. Clients, Historic

50025002019202020212022202320242025222 on 6/11/2019238 on 3/30/2020238 on 5/5/2020238 on 6/29/2020238 on 7/29/2020238 on 11/11/2020238 on 2/1/2021237 on 3/31/2021237 on 4/30/2021237 on 4/30/2021237 on 8/17/2021237 on 11/19/2021443 on 4/4/2022443 on 5/13/2022443 on 10/18/2022443 on 12/6/2022443 on 12/8/2022443 on 2/28/2023354 on 3/31/2023415 on 3/29/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADOBE INC COM 241K 433 –
ALPHABET INC CAP STK CL A 452K 2K –
ALPHABET INC CAP STK CL C 689K 4K –
AMAZON COM INC COM 1M 6K –
AMERICAN CENTY ETF TR QUALITY DIVRSFED 262K 5K –
AMERICAN CENTY ETF TR US QUALITY GROW 1M 15K –
AMPLIFY ETF TR CWP ENHANCED DIV 3M 84K –
APPLE INC COM 4M 21K –
ARISTA NETWORKS INC COM 416K 1K –
ATLANTA BRAVES HLDGS INC COM SER A 250K 6K –
AUTOMATIC DATA PROCESSING IN COM 501K 2K –
BANK AMERICA CORP COM 504K 13K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 704K 2K –
BLUE OWL CAPITAL CORPORATION COM 426K 28K –
BOEING CO COM 277K 2K –
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 4M 133K –
CHEVRON CORP NEW COM 281K 2K –
CHUBB LIMITED COM 205K 802 –
CION INVT CORP COM 298K 25K –
CISCO SYS INC COM 616K 13K –
COCA COLA CO COM 744K 12K –
CONOCOPHILLIPS COM 495K 4K –
CORNERSTONE STRATEGIC VALUE COM 101K 13K –
COSTCO WHSL CORP NEW COM 752K 885 –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 238K 7K –
ELI LILLY & CO COM 379K 418 –
EXXON MOBIL CORP COM 575K 5K –
FIRST TR EXCHANGE TRAD FD VI ALT ABSLT STRG 740K 26K –
FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 527K 24K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 2M 30K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 292K 1K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 2M 33K –
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 830K 20K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 2M 37K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 2M 47K –
FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR 487K 16K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 3M 36K –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 1M 49K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 4M 81K –
FIRST TR EXCHANGE-TRADED FD S&P INTL DIVID 1M 69K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 2M 63K –
FIRST TR EXCHNG TRADED FD VI FLEXIBL MUN HIGH 550K 32K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 728K 21K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 265K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 475K 13K –
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 817K 19K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 302K 7K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 424K 12K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 223K 5K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 448K 10K –
FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M 585K 20K –
FIRST TR HIGH YIELD OPPRT 20 COM 662K 46K –
FIRST TR LRG CP VL ALPHADEX COM SHS 252K 3K –
FIRST TR LRGE CP CORE ALPHA COM SHS 205K 2K –
FIRST TR MORNINGSTAR DIVID L SHS 6M 157K –
FIRST TR NAS100 EQ WEIGHTED SHS 1M 10K –
FIRST TR STOXX EUROPEAN SELE COMMON SHS 812K 69K –
FIRST TR VALUE LINE DIVID IN SHS 7M 178K –
FS KKR CAP CORP COM 782K 40K –
GLOBAL PMTS INC COM 534K 6K –
HOME DEPOT INC COM 2M 7K –
INTUIT COM 280K 426 –
INTUITIVE SURGICAL INC COM NEW 244K 548 –
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 557K 6K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 317K 5K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 5M 33K –
INVESCO QQQ TR UNIT SER 1 5M 11K –
ISHARES BITCOIN TR SHS 209K 6K –
ISHARES GOLD TR ISHARES NEW 246K 6K –
ISHARES TR CORE MSCI TOTAL 2M 28K –
ISHARES TR CORE S&P MCP ETF 8M 142K –
ISHARES TR CORE S&P SCP ETF 1M 10K –
ISHARES TR CORE S&P500 ETF 6M 10K –
ISHARES TR EXPND TEC SC ETF 226K 2K –
ISHARES TR ISHS 1-5YR INVS 578K 11K –
ISHARES TR MRGSTR MD CP GRW 455K 7K –
ISHARES TR MSCI EMG MKT ETF 478K 11K –
ISHARES TR MSCI INDIA ETF 344K 6K –
ISHARES TR RUS 1000 ETF 242K 812 –
ISHARES TR RUS 1000 GRW ETF 1M 4K –
ISHARES TR RUS 1000 VAL ETF 846K 5K –
ISHARES TR RUS MD CP GR ETF 391K 4K –
ISHARES TR RUS MID CAP ETF 359K 4K –
ISHARES TR S&P 500 VAL ETF 355K 2K –
ISHARES TR S&P MC 400GR ETF 295K 3K –
ISHARES TR S&P MC 400VL ETF 1M 12K –
ISHARES TR SELECT DIVID ETF 283K 2K –
ISHARES TR TRS FLT RT BD 446K 9K –
JANUS DETROIT STR TR HENDERSN CAP ETF 291K 5K –
JANUS DETROIT STR TR HENDRSN SHRT ETF 1M 22K –
JANUS DETROIT STR TR HENDRSON AAA CL 3M 61K –
JOHNSON & JOHNSON COM 360K 2K –
JPMORGAN CHASE & CO. COM 425K 2K –
LISTED FD TR OVERLAY SHS SHRT 447K 20K –
MASCO CORP COM 267K 4K –
MCDONALDS CORP COM 441K 2K –
MERCK & CO INC COM 365K 3K –
META PLATFORMS INC CL A 886K 2K –
MICROSOFT CORP COM 2M 5K –
NETFLIX INC COM 279K 414 –
NUVEEN MUN VALUE FD INC COM 319K 37K –
NVIDIA CORPORATION COM 2M 17K –
PACER FDS TR DEVELOPED MRKT 268K 9K –
PACER FDS TR EMRG MKT CASH 280K 14K –
PACER FDS TR LUNT MDCAP MLT 226K 5K –
PACER FDS TR PACER US SMALL 1M 26K –
PACER FDS TR US CASH COWS 100 6M 116K –
PEPSICO INC COM 430K 3K –
PHILLIPS EDISON & CO INC COMMON STOCK 603K 18K –
PIMCO ETF TR ENHAN SHRT MA AC 1M 11K –
PROCTER AND GAMBLE CO COM 249K 2K –
PROSHARES TR S&P 500 DV ARIST 949K 10K –
PROSHARES TR SHORT S&P 500 NE 621K 54K –
QUALCOMM INC COM 204K 1K –
RBB FD INC US TREAS 3 MNTH 1M 26K –
REALTY INCOME CORP COM 275K 5K –
SALESFORCE INC COM 254K 986 –
SCHWAB STRATEGIC TR US DIVIDEND EQ 9M 113K –
SCHWAB STRATEGIC TR US LRG CAP ETF 219K 3K –
SCHWAB STRATEGIC TR US MID-CAP ETF 853K 11K –
SOUTHERN CO COM 739K 10K –
SPDR GOLD TR GOLD SHS 4M 17K –
SPDR S&P 500 ETF TR TR UNIT 9M 17K –
SPDR SER TR BLOOMBERG 1-3 MO 355K 4K –
SSGA ACTIVE ETF TR SPDR TR TACTIC 1M 29K –
SYSCO CORP COM 286K 4K –
TRUIST FINL CORP COM 3M 71K –
UNITED PARCEL SERVICE INC CL B 1M 9K –
UNITED RENTALS INC COM 232K 358 –
UNITEDHEALTH GROUP INC COM 380K 746 –
VANGUARD INDEX FDS LARGE CAP ETF 368K 1K –
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 2K –
VANGUARD INDEX FDS TOTAL STK MKT 443K 2K –
VANGUARD MUN BD FDS TAX EXEMPT BD 356K 7K –
VANGUARD WELLINGTON FD SHORT TRM TAX EX 351K 4K –
VISA INC COM CL A 760K 3K –
WISDOMTREE TR US MIDCAP FUND 274K 5K –