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Member and Wealth Planner · Blue Ridge Wealth Planners

Robert H. Fugate

CRD 2998559 · Named on Form ADV at one SEC-registered adviser

At a glance

Blue Ridge Wealth Planners, an SEC-registered wealth manager based in Knoxville, TN with $362 million in regulatory assets, lists Robert H. Fugate on its Form ADV as Member and Wealth Planner, a control person.

Firms and roles

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.