Charlotte Lippert Wealth Management

Charlotte Lippert Wealth Management (CRD# 160710) is a financial advisory firm headquartered in , . They manage $37,955,041 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $2,372,190
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Charlotte Lippert Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Charlotte Lippert
CRD#: 4553048
Carmel, IN
96
Wealthminder
score

Charlotte Lippert (CRD# 4553048) is an Investment Advisor Representative working at Charlotte Lippert Wealth Management in Carmel, IN and has over 14 years of experience in the finance industry.

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