CHIPSER WEALTH MANAGEMENT, LLC
Adviser information for CHIPSER WEALTH MANAGEMENT, LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 304 | $106.3M |
| Non-Discretionary | 0 | $0 |
| Total | 304 | $106.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 100 | $65.0M |
| HNW Individuals | <5 | $27.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 20 | $5.0M |
| Charitable organizations | <5 | $250,000 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $9.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 106.3M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ASSET MANAGEMENT SERVICES | CHIPSER WEALTH MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-129525 |
|---|---|
| SEC ERA File Number | 801-129525 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306396 |
| Legal Entity Identifier | None |
Principal Office
4300 LEGENDARY DRIVESUITE 230
DESTIN
FL
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (850) 424-6330, Fax: (850) 424-6803
Chief Compliance Officer
BRETT CHIPSER
MANAGING PRINCIPAL
4300 LEGENDARY DRIVE
SUITE 230
DESTIN
FL
United States
Tel:
(850) 424-6330
Fax:
(850) 424-6803
B************@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHIPSER, BRETT, STEPHEN | Individual | – | MANAGING PRINCIPAL / CCO | 11/2019 | > 75% |