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Chipser Wealth Management, LLC

● SEC registered since 2024CRD 306396SEC# 801-129525Destin, FL
Export (members)
Reg. AUM
$116M
Employees
2
Accounts
342
Location
Destin, FL

Chipser Wealth Management, LLC assets under management

Chipser Wealth Management, LLC is an SEC-registered investment adviser based in Destin, FL. The firm has been registered since 2024. It reports $116 million in regulatory assets under management and employs 2 people.
www.chipserwealthmanagement.comView on SEC.gov ↗

Chipser Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Brett Stephen Chipser ControlManaging Principal / CcoOver 75%2019

Frequently asked questions

How much does Chipser Wealth Management, LLC manage?

Chipser Wealth Management, LLC reports $116 million in regulatory assets under management on its Form ADV.

How many employees does Chipser Wealth Management, LLC have?

Chipser Wealth Management, LLC reports 2 employees.

Where is Chipser Wealth Management, LLC located?

Chipser Wealth Management, LLC is based in Destin, FL and has been SEC-registered since 2024.

Does Chipser Wealth Management, LLC disclose fund performance?

Chipser Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4300 Legendary Drive, Suite 230, Destin, FL 32541
Phone(850) 424-6330
Fax(850) 424-6803
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116M
Non-discretionary$0
Total (RAUM)$116M