DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLUECHIP WEALTH ADVISORS LLC

CRD 150008

MILTON, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:72640688-90a3-1494-e221-c726d7c6ad07

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 7
On other graphs: 0
Observed: Mar 28, 2019 to Jul 23, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.69 fund_share=0.0 institutional_share=0.29 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $666MItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $524M
Private client RAUM: $463MderivedItem 5.D individuals plus high net worth individuals
Private client share: 69%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $111Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,041
Individual clients: 206
High net worth clients: 166
Custody, client assets: $80.8M
SEC number: 801-115105
CRD: 150008
Filings on the tape: 25
First filed: Mar 28, 2019
Latest filed: Jul 23, 2026
Organised: Limited Liability Company, GA
Website: bcwealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARCUS ALAN ASHWORTH	Certified Financial Planner	MILTON, GA	17	29	3	no
JESSICA RENEE VICKERY	n/a	MILTON, GA	12	15	n/a	no
DAVID MITCHEL SMITH	Certified Financial Planner	MILTON, GA	7	25	n/a	no
BEAU HUNTER DAVIS	Certified Financial Planner	MILTON, GA	5	27	3	no
KEVIN LAMAR RAINWATER	n/a	MILTON, GA	2	24	4	no
John Cronin	n/a	MILTON, GA	1	11	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ASHWORTH, MARCUS, ALAN	MANAGING MEMBER	E	yes	05/2009	Mar 28, 2019	Apr 30, 2024
VICKERY, JESSICA, RENEE	CHIEF COMPLIANCE OFFICER	Na	yes	03/2019	Mar 28, 2019	Apr 30, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$666M	$524M	8	6	n/a	n/a
2024	Mar 28, 2025	$637M	$637M	8	6	n/a	n/a
2023	Mar 29, 2024	$485M	$485M	8	6	n/a	n/a
2022	Mar 31, 2023	$297M	$297M	7	5	n/a	n/a
2021	Apr 4, 2022	$344M	$344M	7	5	n/a	n/a
2020	Mar 31, 2021	$198M	$198M	7	6	n/a	n/a
2019	Mar 30, 2020	$168M	$168M	7	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$666M	$637M	4.6%	$297M	30.9%	8	8	0	0

Relationships

Registered with (10)

← John CroninAdvisorregistration: current employment
Aug 15, 2025 to presentfactForm ADV
← KEVIN LAMAR RAINWATERAdvisorregistration: current employment
Oct 2, 2023 to presentfactForm ADV
← BEAU HUNTER DAVISAdvisorregistration: current employment
Jul 14, 2021 to presentfactForm ADV
← DAVID MITCHEL SMITHAdvisorregistration: current employment
May 17, 2019 to presentfactForm ADV
← JESSICA RENEE VICKERYAdvisorregistration: current employment
Oct 15, 2013 to presentfactForm ADV
← MARCUS ALAN ASHWORTHAdvisorregistration: current employment
Jul 2, 2009 to presentfactForm ADV
← Scott McQuilkenAdvisorregistration: previous registration
Dec 8, 2021 to Jul 30, 2025factForm ADV
← KENNETH SCOTT BRANDENBURGAdvisorregistration: previous registration
Jan 19, 2011 to Jan 11, 2022factForm ADV
← RICHARD MANSFIELD POOREAdvisorregistration: previous registration
Oct 6, 2011 to Dec 14, 2021factForm ADV
← SAMUEL ROSS HOGANAdvisorregistration: previous registration
Jul 13, 2015 to Jul 28, 2016factForm ADV

Controls (2)

← ASHWORTH, MARCUS, ALANOwnerMANAGING MEMBER, ownership code E, individual
Mar 28, 2019 to Apr 30, 2024factForm ADV
← VICKERY, JESSICA, RENEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2019 to Apr 30, 2024factForm ADV

Dated events

Occurred
Jul 30, 2025
Advisor changed firm
Scott Mcquilken left Bluechip Wealth Advisors Llc for Morgan Stanley (registered 2025-07-30)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2025
Regulatory AUM changed
Bluechip Wealth Advisors Llc reported RAUM $637.0M, up 31% from $485.1M (2024-04-30 to 2025-03-28)
Form ADVobserved 5 days ago
$152M
Occurred
Mar 29, 2024
Regulatory AUM changed
Bluechip Wealth Advisors Llc reported RAUM $485.1M, up 63% from $297.3M (2023-03-31 to 2024-03-29)
Form ADVobserved 5 days ago
$188M
Occurred
Apr 4, 2022
Regulatory AUM changed
Bluechip Wealth Advisors Llc reported RAUM $344.0M, up 73% from $198.4M (2021-11-19 to 2022-04-04)
Form ADVobserved 5 days ago
$146M
Occurred
Apr 4, 2022
Control person left
Dominic Casey Sullivan (Managing Member) no longer on Schedule A of Bluechip Wealth Advisors Llc (listed 2021-11-19, absent 2022-04-04)
Form ADVobserved 5 days ago
Occurred
Jan 11, 2022
Advisor changed firm
Kenneth Scott Brandenburg left Bluechip Wealth Advisors Llc for Triad Advisors, Llc (registered 2021-12-16)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2019
First Form ADV filing
Ashworth Sullivan Wealth Management Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:72640688-90a3-1494-e221-c726d7c6ad07
First observed: Mar 28, 2019
Last observed: Jul 23, 2026 59 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUECHIP WEALTH ADVISORS LLC

CRD 150008

MILTON, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:72640688-90a3-1494-e221-c726d7c6ad07

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARCUS ALAN ASHWORTH

Certified Financial Planner

MILTON, GA

JESSICA RENEE VICKERY

n/a

MILTON, GA

n/a

DAVID MITCHEL SMITH

Certified Financial Planner

MILTON, GA

n/a

BEAU HUNTER DAVIS

Certified Financial Planner

MILTON, GA

KEVIN LAMAR RAINWATER

n/a

MILTON, GA

John Cronin

n/a

MILTON, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ASHWORTH, MARCUS, ALAN

MANAGING MEMBER

yes

05/2009

Mar 28, 2019

Apr 30, 2024

VICKERY, JESSICA, RENEE

CHIEF COMPLIANCE OFFICER

yes

03/2019

Mar 28, 2019

Apr 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$666M

$524M

n/a

2024

Mar 28, 2025

$637M

n/a

2023

Mar 29, 2024

$485M

n/a

2022

Mar 31, 2023

$297M

n/a

2021

Apr 4, 2022

$344M

n/a

2020

Mar 31, 2021

$198M

n/a

2019

Mar 30, 2020

$168M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$666M

$637M

4.6%

$297M

30.9%