Bluechip Wealth Advisors LLC
BlueChip Wealth Advisors LLC is a registered investment adviser headquartered in Milton, Georgia, serving clients throughout North Georgia and the Southeast. Founded in 2007, the firm employs 8 professionals and specializes in providing comprehensive wealth management, fiduciary consulting, and financial planning services for affluent individuals, families, business owners, and those working toward affluence. It emphasizes a fee-only, fiduciary approach, operating independently under the RIA model and customizing wealth strategies to client needs. The firm was originally named Ashworth Sullivan Wealth Advisors before adopting its current identity, reflecting its focus on professionalism, trustworthiness, and precision in financial advisory services.
Investment Strategy
BlueChip Wealth Advisors uses a customized investment approach centered around comprehensive financial analysis and personalized wealth management plans. They dedicate resources to listening to their clients' needs and maintaining clear communication throughout the financial advisory process. Their strategy emphasizes active management, transparency, and fee-only fiduciary consulting, focusing on growing, protecting, and distributing client wealth in a tax-efficient manner. The firm utilizes independent custody platforms to ensure flexibility and transparency for client portfolios, tailoring strategies for high-net-worth individuals, families, and business owners. Their investment philosophy prioritizes long-term solutions and adjusting portfolios as client goals and market conditions evolve.
Top Holdings
Equity Positions (166)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 5.56% | $12.5M | 20,200 | $494.91 | $617.85 | +$1.4M |
V VUSB | VANGUARD BD INDEX FDS | 4.64% | $10.4M | 209,098 | $49.86 | $49.87 | +$4.0M |
S SCHD | SCHWAB STRATEGIC TR | 4.48% | $10.1M | 379,804 | $25.65 | $26.50 | -$487.0K |
F FVD | FIRST TR EXCHANGE-TRADED FD | 3.99% | $9.0M | 200,487 | $41.13 | $44.70 | -$159.3K |
I IJH | ISHARES TR | 3.74% | $8.4M | 135,504 | $55.69 | $62.02 | +$297.4K |