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BLUE CHIP MONEY MANAGEMENT, LLC

· CRD 111058 · IAPD ↗ · 540 431-5802

$41.5MRegulatory AUM
1Advisory reps
1Employees
147Clients
1-10Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2025 — BLUE CHIP MONEY MANAGEMENT, LLC (location n/a) left the SEC roster (was $41.5M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
January 2025 — BLUE CHIP MONEY MANAGEMENT, LLC (location n/a) is newly SEC-registered with $41.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.