Bluechip Wealth Advisors Llc
- Regulatory AUM
- $666M
- Discretionary
- $524M
- Clients
- 398
- Avg AUM / client
- $1.7M
- Accounts
- 1,041
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 206 | $62.6M | 9.4% |
| High net worth individuals | 166 | $400M | 60.1% |
| Pension and profit sharing plans | 26 | $194M | 29.1% |
| Charitable organizations | Fewer than 5 clients | $340K | 0.05% |
| State or municipal government entities | Fewer than 5 clients | $1.1M | 0.16% |
| Corporations and other businesses | Fewer than 5 clients | $7.9M | 1.18% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Peachtree Hotel Group 401(k) Plan Peachtree Hospitality Management, Llc | 2024 | |
| Pema 401(k) Plan Pediatric Emergency Medicine Associates, Llc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marcus Alan Ashworth | Managing Member | CFP | May 2009 (17y) | 75% or more |
| Jessica Renee Vickery | Chief Compliance Officer | Oct 2013 (13y) | Less than 5% | |
| David Mitchel Smith | Registered representative | CFP | May 2019 (7y) | |
| Beau Hunter Davis | Registered representative | CFP | Jul 2021 (5y) | |
| Kevin Lamar Rainwater | Registered representative | Oct 2023 (3y) | ||
| John Cronin | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Peachtree Hotel Group 401(k) Plan | Peachtree Hospitality Management, Llc | 1,568 | $18.9M | 01/01/2024 |
| Pema 401(k) Plan | Pediatric Emergency Medicine Associates, Llc. | 93 | $74.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 954 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $356M (53% of AUM) Mar 2026
- SEI Private Trust $157M (24% of AUM) Mar 2026
- Empower Trust Co $69.1M (10% of AUM) Mar 2026
- Empower 401 K $49.6M (10% of AUM) Apr 2024
- National Financial Services (Fidelity) $32.2M (11% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗