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BLUECHIP WEALTH ADVISORS LLC

MILTON, GA · CRD 150008 · IAPD ↗ · bcwealthadvisors.com · 770-771-5812

$666.4MRegulatory AUM
6Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — BLUECHIP WEALTH ADVISORS LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — BLUECHIP WEALTH ADVISORS LLC crossed $500M in regulatory AUM ($485.1M -> $637.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2024 — BLUECHIP WEALTH ADVISORS LLC now reports custody of client assets ($87.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — BLUECHIP WEALTH ADVISORS LLC reported RAUM up 63% ($297.3M -> $485.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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