BLUECHIP WEALTH ADVISORS LLC
CRD #150008 SEC #801-115105 MILTON, GA 770-771-5812
SEC Registered
Total AUM
$637M
Discretionary
$637M
Employees
8
Clients
10
Accounts
1,188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $637M | $637M | $0 | 8 | 1 |
| Apr 2024 | $485.1M | $485.1M | $0 | 8 | 0 |
| Mar 2024 | $485.1M | $485.1M | $0 | 8 | 0 |
| Mar 2023 | $297.3M | $297.3M | $0 | 7 | 0 |
| Feb 2023 | $344M | $344M | $0 | 7 | 0 |
| Dec 2022 | $344M | $344M | $0 | 7 | 0 |
| Dec 2022 | $344M | $344M | $0 | 7 | 0 |
| Oct 2022 | $344M | $344M | $0 | 7 | 0 |
| May 2022 | $344M | $344M | $0 | 7 | 0 |
| Apr 2022 | $344M | $344M | $0 | 7 | 0 |
| Nov 2021 | $198.4M | $198.4M | $0 | 7 | 1 |
| Aug 2021 | $198.4M | $198.4M | $0 | 7 | 1 |
| Apr 2021 | $198.4M | $198.4M | $0 | 7 | 1 |
| Mar 2021 | $198.4M | $198.4M | $0 | 7 | 1 |
| Feb 2021 | $168M | $168M | $0 | 7 | 1 |
| Nov 2020 | $168M | $168M | $0 | 7 | 1 |
| Jul 2020 | $168M | $168M | $0 | 7 | 1 |
| Jun 2020 | $168M | $168M | $0 | 7 | 1 |
| May 2020 | $168M | $168M | $0 | 7 | 1 |
| Mar 2020 | $168M | $168M | $0 | 7 | 1 |
| Jun 2019 | $122.1M | $122.1M | $0 | 8 | 1 |
| Mar 2019 | $122.1M | $122.1M | $0 | 8 | 1 |
| Oct 2009 | $20.6M | $20.6M | $0 | 5 | -- |
| Sep 2009 | $19.8M | $19.8M | $0 | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$637M
Discretionary$637M
Non-Disc.$0
Employees8
Clients1
DateApr 2024
Total AUM$485.1M
Discretionary$485.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$485.1M
Discretionary$485.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$297.3M
Discretionary$297.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees7
Clients0
DateDec 2022
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees7
Clients0
DateDec 2022
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees7
Clients1
DateAug 2021
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees7
Clients1
DateApr 2021
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees7
Clients1
DateMar 2021
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees7
Clients1
DateFeb 2021
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees7
Clients1
DateNov 2020
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees7
Clients1
DateJul 2020
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees7
Clients1
DateJun 2020
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees7
Clients1
DateMay 2020
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees7
Clients1
DateMar 2020
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees7
Clients1
DateJun 2019
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees8
Clients1
DateMar 2019
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees8
Clients1
DateOct 2009
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$19.8M
Discretionary$19.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--