CHIPSER WEALTH MANAGEMENT, LLC

CHIPSER WEALTH MANAGEMENT, LLC of DESTIN, FL is an SEC-registered investment adviser (CRD 306396). Regulatory assets under management: $140.0M.

Registration

• CRD: 306396
• SEC file number: 801-129525
• Type: Registered investment adviser
• Location: 4300 LEGENDARY DRIVE, SUITE 230, DESTIN, FL, 32541
• Phone: (850) 424-6330
• Latest filing: 2026-01-27
• Regulatory AUM: $140.0M
• Discretionary AUM: $140.0M
• Clients: 3
• Accounts: 391

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306396 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search