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CHIPSER WEALTH MANAGEMENT, LLC

DESTIN, FL · CRD 306396 · IAPD ↗ · chipserwealthmanagement.com · (850) 424-6330

$140.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2024 — CHIPSER WEALTH MANAGEMENT, LLC (DESTIN, FL) is newly SEC-registered with $106.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.