CHIPSER WEALTH MANAGEMENT, LLC

Overview

Chipser Wealth Management, LLC is an independent registered investment adviser formed as a limited liability company that focuses on serving individual and family clients with financial planning and portfolio management. The firm runs a fee model that mixes a percentage-of-AUM approach with hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Its activity profile shows a clear tilt toward liquid, equity-centered portfolios delivered through discretionary management, rather than operating as a capital allocator or running proprietary private funds. Chipser is not positioned as an ESG-focused adviser and its regulatory footprint is limited to a single-state registration structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices