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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHIPSER, BRETT, STEPHEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| CHIPSER, BRETT, STEPHEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| CHIPSER, BRETT, STEPHEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| CHIPSER, BRETT, STEPHEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| CHIPSER, BRETT, STEPHEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| CHIPSER, BRETT, STEPHEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| CHIPSER, BRETT, STEPHEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| CHIPSER, BRETT, STEPHEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| CHIPSER, BRETT, STEPHEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| CHIPSER, BRETT, STEPHEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| CHIPSER, BRETT, STEPHEN | I | MANAGING PRINCIPAL / CCO | E | Control |
| CHIPSER, BRETT, STEPHEN | I | MANAGING PRINCIPAL / CCO | E | Control |
Registrations
Federal
IA
Feb 3, 2025 REGISTERED
Notice Filings (5)
AL FL GA LA TX
Address
4300 LEGENDARY DRIVESUITE 230
DESTIN, FL 32541
United States
Phone: (850) 424-6330