CRD: 306396
Chipser Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ember crest
- Established Date
- 01-16-2020
- Office Locations
- 1
Office Locations
About Chipser Wealth Management, LLC
Chipser Wealth Management is a Destin, FL-based RIA providing personalized financial planning and investment management. The team follows a goal-based process to define objectives, build an action plan, and monitor progress through life events, paired with an investment approach emphasizing earnings momentum and analyst estimate trends tailored to each client’s risk profile. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRETT STEPHEN CHIPSER
Chief Compliance Officer, Financial Advisor, General Partner, MANAGING PRINCIPAL
- CRD
- #4861316
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
BENJAMIN ALAN HALL
--
- CRD
- #8155390
MOLLY SNOW LAZOR
Advisor
- CRD
- #5077801
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,000,000 | $358,056 |
| Non-Discretionary | $0 | -- |
| Total | $140,000,000 | $358,056 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $140,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $492,719,372 | 17.4% |
| Cash | $628,641,958 | 22.2% |
| Corporate - Investment Grade | $775,891,425 | 27.4% |
| Public Funds | $348,301,625 | 12.3% |
| U.S. Government/Agency | $586,166,151 | 20.7% |
| Total | $2,831,720,531 | 100.0% |