Falists
← Back to search

CHIPSER WEALTH MANAGEMENT, LLC

CRD 306396 · SEC 801-129525

Visit website

4300 LEGENDARY DRIVE, SUITE 230, DESTIN, FL, 32541, United States

Phone

(850) 424-6330

Fax

(850) 424-6803

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$140.0M

Discretionary AUM

$140.0M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals107$90.0M

States served

AL, GA, LA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD