Chipser Wealth Management, LLC
● SEC registered since 2024CRD 306396SEC# 801-129525Destin, FL
Reg. AUM
$140M
Employees
3
Accounts
391
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 $140 million in regulatory assets under management and employs 3 people.
Chipser Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Stephen Chipser Control | Managing Principal / Cco | Over 75% | 2019 |
Frequently asked questions
How much does Chipser Wealth Management, LLC manage?
Chipser Wealth Management, LLC reports $140 million in regulatory assets under management on its Form ADV.
How many employees does Chipser Wealth Management, LLC have?
Chipser Wealth Management, LLC reports 3 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
| Address | 4300 Legendary Drive, Suite 230, Destin, FL 32541 |
| Phone | (850) 424-6330 |
| Fax | (850) 424-6803 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$140M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$140Mregulatory AUM
Discretionary $140M