1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BLUECHIP WEALTH ADVISORS LLC

Map pinMILTON, GA
Phone770-771-5812
NotebookSEC #801-115105
Total AUM
$666.4M
Employees
8
Clients
401

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12655 BIRMINGHAM HWY
SUITE 201
MILTON
GA 30004
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
770-771-5812

ReceiptFinancials

Total AUM
$666.4M
Accounts
1,041
Discretionary
$524.1M
Accounts
1,024
Non-Discretionary
$142.3M
Accounts
17

ContactClients

View more in analytics →

Individual Clients
206
AUM
$62.6M
HNW Individual Clients
166
AUM
$400.3M
Pension/Profit Sharing Plan Clients
26
AUM
$194.2M
Charitable Organization Clients
1
AUM
$339.9K
Government Entity Clients
1
AUM
$1.1M
Corporation or Business Clients
1
AUM
$7.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALANCTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account