# Blue Ridge Wealth Planners

Blue Ridge Wealth Planners is a RIA based in Knoxville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Knoxville, United States
- **Region:** North America
- **Address:** Knoxville, TN, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** blueridgewealth.com
- **LinkedIn:** https://www.linkedin.com/company/blueridgewealthplanners

## Regulatory record

- **CRD number:** 285347
- **SEC file number:** 801-123504
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285347

## About

Blue Ridge Wealth Planners was established in 2016 as a Tennessee-registered investment adviser. The Knoxville-based firm operates with a dual revenue model, providing both ongoing portfolio management and stand-alone financial planning services. Its client base spans individuals and high-net-worth households, as disclosed in regulatory filings. The firm's advisory services cover portfolio construction and ongoing management, delivered through a fee-based structure typical of independent RIAs. Client assets are custodied with third-party providers, and the firm maintains discretion over trading and allocation decisions within agreed-upon mandates. Blue Ridge does not operate proprietary fund vehicles, instead constructing portfolios using external ETFs, mutual funds, and individual securities. The practice serves clients primarily across the East Tennessee region, with no additional office locations disclosed. The advisory team size has not been publicly reported, and the firm does not maintain an active media or conference presence. No adjacent vehicles — such as a tax practice, estate planning law firm, or family office services arm — have been formally disclosed. The firm's LinkedIn profile is absent from its public footprint, consistent with a deliberately low-profile local practice that relies on referral-based client acquisition rather than institutional marketing. Blue Ridge Wealth Planners operates with a lean, owner-operator profile characteristic of sub-scale RIAs in secondary metro areas — the structural differentiator is the absence of complexity. Unlike platform aggregators or multi-office firms, it serves a concentrated geographic client base with a simple service stack. This architecture eliminates the overhead of multi-state registration and intermediary compliance layers, though it also caps scale and succession optionality.

## Questions

### What services does Blue Ridge Wealth Planners provide?

The firm offers investment advisory services including portfolio management and financial planning. Regulatory filings indicate it serves individuals and high-net-worth clients. The service model combines ongoing asset management on a fee basis with stand-alone planning engagements.

### Does Blue Ridge Wealth Planners manage assets on a discretionary basis?

Yes. As a registered investment adviser, the firm maintains discretion over trading and allocation decisions within client mandates. Assets are custodied at third-party institutions rather than held directly by the firm.

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Last updated: 2026-07-08T21:49:17.337Z

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