Bluechip Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milton, GA. Its latest Form ADV filing, dated March 30, 2026, reports $666M in regulatory assets under management, 8 employees, and 1,041 accounts.
Assets Under Management
$666M
Employees
8
Offices
--
Total Clients
398
Primary office
MILTON, GA
12655 BIRMINGHAM HWY, SUITE 201, MILTON, GA, United States
Top client segmentIndividuals represent 51.8% of total clients.
Top client categories% of clientsClients
1
Individuals
51.8%
206
2
HNWI
41.7%
166
3
Pension Plans
6.5%
26
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$666Mas of March 30, 2026
Discretionary78.6%
$524M
79% of total RAUM78.6%
Non-discretionary21.4%
$142M
21% of total RAUM21.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$666M
Total Accounts1,041
10Y AUM Change+$544M (+445.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee50:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.