CHIPSER WEALTH MANAGEMENT, LLC
CRD #306396 SEC #801-129525 DESTIN, FL (850) 424-6330
SEC Registered
Total AUM
$116M
Discretionary
$116M
Employees
2
Clients
0
Accounts
342
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $116M | $116M | $0 | 2 | 0 |
| Mar 2024 | $106.3M | $106.3M | $0 | 2 | 0 |
| Jan 2024 | $106.3M | $106.3M | $0 | 2 | 0 |
| Oct 2020 | $0 | $0 | $0 | 2 | 0 |
| Sep 2020 | $0 | $0 | $0 | 2 | 0 |
| Jun 2020 | $0 | $0 | $0 | 2 | 0 |
| May 2020 | $0 | $0 | $0 | 2 | 0 |
| Apr 2020 | $0 | $0 | $0 | 2 | 0 |
| Apr 2020 | $0 | $0 | $0 | 2 | 0 |
| Jan 2020 | $0 | $0 | $0 | 2 | 0 |
| Jan 2020 | $0 | $0 | $0 | 2 | 0 |
| Nov 2019 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0