CRD: 306396
Chipser Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 3, 2025 and January 27, 2026, reported AUM increased 20.7%, from $116.0M to $140.0M.
Across 3 reported observations, AUM increased 31.8% between March 7, 2024 and January 27, 2026, from $106.3M to $140.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 107 clients, or 35.7 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on January 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
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BENJAMIN ALAN HALL
Investment Advisor
- 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 |
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Separately Managed Accounts
SMA allocation detail is available
Chipser Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.