Blue Ridge Wealth Planners
Blue Ridge Wealth Planners is an SEC-registered mass-market adviser in Knoxville, TN with $361.7M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Blue Ridge Wealth Planners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285347, SEC 801-123504, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $361.7M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Knoxville, TN
- Employees
- 26
- Clients
- 798
- CRD
- 285347
- Ownership
- Vandergriff, John; Vandergriff, Ashley; PAYNE, CHRISTOPHER, LEE; FUGATE, BRADLEY, ROBERT; FUGATE, ROBERT, HARRY
How much AUM does Blue Ridge Wealth Planners have?
Blue Ridge Wealth Planners reported $361.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Blue Ridge Wealth Planners?
Disclosed owners and executives of Blue Ridge Wealth Planners include Vandergriff, John, Vandergriff, Ashley, PAYNE, CHRISTOPHER, LEE, FUGATE, BRADLEY, ROBERT, FUGATE, ROBERT, HARRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.