Bluechip Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Bluechip Wealth Advisors reports 398 clients. They include 206 individual clients, 166 high-net-worth individuals, and 26 pension and profit-sharing plans. Of its assets, 78.6% ($524M across 1,024 accounts) are managed with discretion; $142M across 17 accounts are not. A wrap fee program the firm both sponsors and manages holds $157M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 9% |
| High-net-worth individuals | 42% | 60% |
| Pension and profit-sharing plans | 7% | 29% |
| Charitable organizations | Fewer than 5 | <1% |
| State or municipal government entities | Fewer than 5 | <1% |
| Other client typesCorporations and other businesses | Not reported | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 206 | $62.6M | 9.4% | $304K |
| High-net-worth individuals | 166 | $400M | 60.1% | $2.41M |
| Pension and profit-sharing plans | 26 | $194M | 29.1% | $7.47M |
| Charitable organizations | Fewer than 5 | $340K | 0.1% | — |
| State or municipal government entities | Fewer than 5 | $1.1M | 0.2% | — |
| Corporations and other businesses | Fewer than 5 | $7.88M | 1.2% | — |
| Total | 398 | $666M | 100% | — |
- Clients
- 206
- Regulatory AUM
- $62.6M
- AUM share
- 9.4%
- Avg. per client
- $304K
- Clients
- 166
- Regulatory AUM
- $400M
- AUM share
- 60.1%
- Avg. per client
- $2.41M
- Clients
- 26
- Regulatory AUM
- $194M
- AUM share
- 29.1%
- Avg. per client
- $7.47M
- Clients
- Fewer than 5
- Regulatory AUM
- $340K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.1M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $7.88M
- AUM share
- 1.2%
- Avg. per client
- —
Total
- Clients
- 398
- Regulatory AUM
- $666M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Bluechip Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- BlueChip Project
- Ad-hoc planning or consulting is billed at an hourly rate that varies with scope; work beyond scope is $300 per hour for a CFP or $75 per hour for a paraplanner.
- eMoney Account
- A $1,000 flat fee for eMoney setup and a 1-hour tutorial, plus a $49 monthly subscription.
- Financial Planning
- Flat fees: $1,750 for the BlueChip Retirement Plan (5 hours) and $3,500 for the Comprehensive Retirement Plan (10 hours), plus a $29 monthly eMoney subscription.
Marcus Ashworth owns 75% or more of Bluechip Wealth Advisors. The leadership team of Bluechip Wealth Advisors includes Chief Compliance Officer Jessica Vickery. It has 8 employees, 6 of them in advisory roles.
Leadership
Jessica VickeryChief Compliance Officer
Marcus AshworthManaging Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 insurance agent
- Owns 75% or more of Bluechip Wealth Advisors LLC
Marcus Ashworth
Control person · since May 2009
Bluechip Wealth Advisors’ regulatory assets grew 3.4× from $198M (April 2021) to $666M (July 2026); clients rose from 237 to 398 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $666M | 398 | 8 | 1 |
| March 2025 | $637M | 446 | 8 | 1 |
| April 2024 | $485M | 415 | 8 | 1 |
| March 2023 | $297M | 354 | 7 | 1 |
| May 2022 | $344M | 443 | 7 | 1 |
| April 2021 | $198M | 237 | 7 | 1 |
Besides its headquarters, Bluechip Wealth Advisors has 0 offices, with 1 listed address in Georgia.
Georgia · 1 listed address
- 12655 Birmingham Hwy, Suite 201, MiltonHQ
Contact and registration details
- Legal name
- Bluechip Wealth Advisors LLC
- Headquarters
- 12655 Birmingham Hwy, Suite 201, Milton, GA 30004
- Website
- bcwealthadvisors.com
- Phone
- 770-771-5812
- SEC file
- 801-115105
- Structure
- Georgia LLC
- Fiscal year end
- December
Bluechip Wealth Advisors uses Charles Schwab ($356M, 61%), SEI Private Trust ($157M, 27%) and Empower ($69.1M, 12%) as custodians for its separately managed accounts. Bluechip Wealth Advisors has custody of $80.8M in client assets for 81 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $356M61%
- SEI Private TrustSEI Private Trust Company · Oaks, PA · $157M27%
- EmpowerEmpower Trust Company, LLC · Greenwood Village, CO · $69.1M12%
At year end, Bluechip Wealth Advisors’ separately managed accounts were mostly in funds (83%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $264M across 172 positions; the largest are State Str SPDR S&P 500 ETF T (6.0%), Vanguard BD Index Fds (5.4%) and Schwab Strategic TR (4.9%).
What the accounts hold
- Stocks12%
- Funds83%
- Registered funds81%
- Pooled vehicles2%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash2%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $264M
- Reported 13F value
- 172
- Positions
- 38.3%
- In the 10 largest
- +15.8%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit6.0%
- Vanguard BD Index Fds · Vanguard Ultra5.4%
- Schwab Strategic TR · US Dividend EQ4.9%
- iShares TR · Core S&P Mcp ETF4.1%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt3.4%
- First TR Exchange-traded FD3.1%
- First TR Exchange-traded FD3.0%
- iShares TR · Core S&P500 ETF2.9%
- Invesco Qqq TR · Unit Ser 12.9%
- Capital Group Growth ETF · Shs Creat Unit2.6%
Together, the ten largest are 38.3% of reported value.
How many clients does Bluechip Wealth Advisors have?
Bluechip Wealth Advisors has 398 clients and manages $666 million for them, as of July 2026. They include 206 individual clients, 166 high-net-worth individuals, and 26 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Bluechip Wealth Advisors offer?
Bluechip Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Bluechip Wealth Advisors use?
Bluechip Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $356M, SEI Private Trust Company (Oaks, PA), with $157M and Empower Trust Company, LLC (Greenwood Village, CO), with $69.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Bluechip Wealth Advisors have?
Bluechip Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bluechip Wealth Advisors invest in?
At the end of its last fiscal year, Bluechip Wealth Advisors’ separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 2% pooled vehicles (private funds and similar), 2% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bluechip Wealth Advisors?
Bluechip Wealth Advisors’ direct owner is Marcus Ashworth (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Bluechip Wealth Advisors get paid?
Bluechip Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Bluechip Wealth Advisors registered with the SEC?
Yes, Bluechip Wealth Advisors has been registered with the SEC as an investment adviser since 26 April 2019. Its CRD number is 150008 and its SEC file number is 801-115105.
Source: Form ADV Part 1A, Item 1, filed 23 July 2026; IAPD firm record
How do I contact Bluechip Wealth Advisors?
Bluechip Wealth Advisors’ main office is at 12655 Birmingham Hwy, Suite 201, Milton, GA 30004. Its phone number is 770-771-5812. Its website is bcwealthadvisors.com.