$666.4M Total AUM
$524.1M Disc. AUM
31.9% 3Y CAGR
8 Employees
398 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- MatrixOptima +more
- Established Date
- 07-02-2009
- Office Locations
- 1
Office Locations
12655 Birmingham HWY Suite 201 Milton GA
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.
Team overview
46 AVG AGE
$111.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
7.5 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Focus crest Element value Signal fusion Focus focus Unison ridge Delta alpha Matrix Momentum Summit legacy
Client Personas
Frontier Signal Delta
Custodian
Horizon Element value Summit Element
Investment Themes
Ridge matrix Atlas horizon Eagle foundation Pioneer frontier Timber eagle Peak horizon
Investment Vehicles
Pioneer Vertex foundation
Platform
Pathway
Services
Vertex peak Fusion Vertex quantum Unison Pathway atlas Summit Focus Wave North
Technology
Eagle Capital pathway Frontier
Owner & Executives
MARCUS ALAN ASHWORTH
Managing Member
- CRD
- #2890387
- Ownership
- 75% or more
(885) 671-5288
peak.timber@timbercapital.com
in linkedin.com/in/wave-oak
JESSICA RENEE VICKERY
Chief Compliance Officer
- CRD
- #5896572
- Ownership
- Less than 5%
(855) 254-6296
vital.element@catalystcapital.com
in linkedin.com/in/quantum-legacy
Showing 2 of 2 owners & executives
Unlock allContacts
John Cronin
--
- CRD
- #7283341
(880) 336-1135
vector.beacon@embercapital.com
in linkedin.com/in/north-harbor
BEAU HUNTER DAVIS
Wealth Advisor
- CRD
- #2829250
(704) 248-9157
legacy.meridian@bridgecapital.com
in linkedin.com/in/radial-glacier
V
Vertex glacier
North vertex
- CRD
- #34415
(355) 798-5182
pathway.zenith@harborcapital.com
in linkedin.com/in/bridge-foundation
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
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Separately Managed Accounts
Total SMA Asset: $666,399,638
Public Funds:
15.7% Equity - Exchange:
26.5% Cash:
19.4% Private Funds:
5.3% Corporate - Investment Grade:
27.0% U.S. Government/Agency:
6.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,046,386,120 | 15.7% |
| Equity - Exchange | $1,766,193,133 | 26.5% |
| Cash | $1,292,986,671 | 19.4% |
| Private Funds | $353,238,627 | 5.3% |
| Corporate - Investment Grade | $1,799,517,532 | 27.0% |
| U.S. Government/Agency | $406,557,664 | 6.1% |
| Total | $6,664,879,747 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL TIMBER | LEGACY FOCUS | R1Y7SJPUH | EKTTT | 1.72% | $42,656,823 |
| DELTA PEAK | UNISON EAGLE | Q98F77FI6 | JYIV | 12.49% | $105,149,263 |
| CAPITAL PEAK | QUANTUM HORIZON | ODJRZ8EVD | UBES | 5.15% | $1,834,567 |
| RADIAL RIDGE | HARBOR SUMMIT | M6N1ABJAN | VTNPK | 7.05% | $60,557,782 |
| PEAK SUMMIT HORIZON | MOMENTUM VALUE | PG2HSCP07 | LZVZH | 5.50% | $40,102,555 |
| DELTA GLACIER FUSION | OAK WAVE | 6P5XGISU8 | AUOHW | 4.49% | $25,076,404 |
| ATLAS CATALYST MOMENTUM | RIDGE WAVE | KF09RPEZO | EFHHH | 1.44% | $116,672,991 |
| ALPHA CATALYST | CATALYST BEACON | YQN15EDFP | AXLJ | 2.55% | $26,513,656 |