Chipser Wealth Management, LLC
Chipser Wealth Management, LLC is an SEC-registered wealth manager in Destin, FL with $140.0M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Chipser Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306396, SEC 801-129525, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $140.0M (2026-01-27)
- Firm type
- Wealth Manager
- Location
- Destin, FL
- Employees
- 3
- Clients
- 107
- CRD
- 306396
- Ownership
- CHIPSER, BRETT, STEPHEN
How much AUM does Chipser Wealth Management, LLC have?
Chipser Wealth Management, LLC reported $140.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Chipser Wealth Management, LLC?
Disclosed owners and executives of Chipser Wealth Management, LLC include CHIPSER, BRETT, STEPHEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.