This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-02-2009
- Office Locations
- 1
Office Locations
About Bluechip Wealth Advisors LLC
BlueChip Wealth Advisors is an independent Georgia RIA serving high-net-worth individuals, families, and business owners across North Georgia and the Southeast. The team builds tax-efficient financial plans and actively managed portfolios for growth or income, integrating retirement, trust/estate, and executive-benefit planning and, when appropriate, alternative investments for diversification. The firm emphasizes fiduciary advice and supports U.S. military and first responders.
Reported data analysis
What the numbers show
Between March 28, 2025 and July 23, 2026, reported AUM increased 4.6%, from $637.0M to $666.4M.
Across 5 reported observations, AUM increased 93.7% between December 8, 2022 and July 23, 2026, from $344.0M to $666.4M.
Of the latest reported AUM, 78.6% is discretionary and 21.4% is non-discretionary.
The firm reports 6 advisory representatives and 398 clients, or 66.3 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on July 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Bluechip Wealth Advisors LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Bluechip Wealth Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARCUS ALAN ASHWORTH
Managing Member
- CRD
- #2890387
- Ownership
- 75% or more
JESSICA RENEE VICKERY
Chief Compliance Officer
- CRD
- #5896572
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
John Cronin
Wealth Advisor
- CRD
- #7283341
BEAU HUNTER DAVIS
Wealth Advisor
- CRD
- #2829250
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $524,107,545 | $511,824 |
| Non-Discretionary | $142,292,093 | $8,370,123 |
| Total | $666,399,638 | $640,153 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Bluechip Wealth Advisors LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Bluechip Wealth Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.