Bluechip Wealth Advisors LLC

Bluechip Wealth Advisors LLC (CRD# 150008) is a financial advisory firm headquartered in Milton, GA. They manage $485,084,699 in 1,049 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
12655 Birmingham Hwy, Suite 201, Milton, GA 30004
https://www.bcwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    485
    MILLION
  • Total Number of Accounts
    1,049
    ACCOUNTS
  • Average Account Value
    $462,426
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, NC, TN, TX

Financial Advisors at Bluechip Wealth Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Marcus Ashworth, financial advisor Milton GA
Marcus A. Ashworth
CRD#: 2890387
12655 Birmingham Hwy, Suite 201, Milton, GA 30004

Marcus Ashworth (CRD# 2890387) is an Investment Advisor Representative working at Bluechip Wealth Advisors LLC in Milton, GA and has over 26 years of experience in the finance industry.

2
Beau Davis, financial advisor Milton GA
Beau H. Davis
CRD#: 2829250
12655 Birmingham Hwy, Suite 201, Milton, GA 30004

Beau Davis (CRD# 2829250) is an Investment Advisor Representative working at Bluechip Wealth Advisors LLC in Milton, GA and has over 25 years of experience in the finance industry.

3
Scott McQuilken, financial advisor Milton GA
Scott A. McQuilken
CRD#: 2618322
12655 Birmingham Hwy, Suite 201, Milton, GA 30004

Scott McQuilken (CRD# 2618322) is an Investment Advisor Representative working at Bluechip Wealth Advisors LLC in Milton, GA and has over 28 years of experience in the finance industry.

4
Jessica Vickery, financial advisor Milton GA
Jessica R. Vickery
CRD#: 5896572
12655 Birmingham Hwy, Suite 201, Milton, GA 30004

Jessica Vickery (CRD# 5896572) is an Investment Advisor Representative working at Bluechip Wealth Advisors LLC in Milton, GA and has over 12 years of experience in the finance industry.

5
David Smith, financial advisor Milton GA
David M. Smith
CRD#: 4235935
12655 Birmingham Hwy, Suite 201, Milton, GA 30004

David Smith (CRD# 4235935) is an Investment Advisor Representative working at Bluechip Wealth Advisors LLC in Milton, GA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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