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BLUE RIDGE WEALTH PLANNERS

KNOXVILLE, TN · CRD 285347 · IAPD ↗ · planforeverything.com · 865-392-4260

$361.7MRegulatory AUM
14Advisory reps
26Employees
0Clients
More than 500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — BLUE RIDGE WEALTH PLANNERS added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — BLUE RIDGE WEALTH PLANNERS reported RAUM up 31% ($275.7M -> $361.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — BLUE RIDGE WEALTH PLANNERS grew from 7 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
79
April 2026 — BLUE RIDGE WEALTH PLANNERS reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — BLUE RIDGE WEALTH PLANNERS reported RAUM up 37% ($201.2M -> $275.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — BLUE RIDGE WEALTH PLANNERS shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2024 — BLUE RIDGE WEALTH PLANNERS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
61
April 2024 — BLUE RIDGE WEALTH PLANNERS reported RAUM up 35% ($149.4M -> $201.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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