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Building 2CHIPSER WEALTH MANAGEMENT, LLC

Map pinDESTIN, FL
Phone(850) 424-6330
NotebookSEC #801-129525
Total AUM
$140M
Employees
3
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4300 LEGENDARY DRIVE
SUITE 230
DESTIN
FL 32541
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(850) 424-6330

ReceiptFinancials

Total AUM
$140M
Accounts
391
Discretionary
$140M
Accounts
391
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
107
AUM
$90M
HNW Individual Clients
1
AUM
$36M
Pension/Profit Sharing Plan Clients
1
AUM
$1M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$12M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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