BLUECHIP WEALTH ADVISORS LLC

MILTON, Georgia·3 registered advisors·CRD# 150008
SEC# 801-1151050770-771-5812
01

Firm Overview

AUM
$485M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BLUECHIP WEALTH ADVISORS LLC

3 registered advisors
Casey Dominic Sullivan
MILTON, Georgia
Jessica Renee Vickery
MILTON, Georgia
Marcus Alan Ashworth
MILTON, Georgia
05

Office Locations

MILTON, Georgia
3 advisors

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Data sourced from SEC Form ADV filings. BLUECHIP WEALTH ADVISORS LLC (CRD# 150008) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.