16170 Jones Maltsberger Rd. #102
San Antonio, TX 78247
210-491-2319
Clipper Wealth Management, LLC is an independent financial management organization. Our specialty
is to provide custom wealth management strategies that are objective to individuals, families and
trusts . We help develop financial plans to take full advantage of all income, tax and growth
opportunities that are consistent with a clients goals and risks. Each person and their
circumstances are unique&so are their plans.
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Firm Start Year
No. of Employees
CRD#
Firm CRD#
Name of Broker/Dealer
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Years of Experience in Financial Services
Number of Years with Current Firm
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Work with the following types of clients
Advisory Services Provided
Investment Types
Can meet clients in the following ways
Registered Representative
Investment Advisor Representative
Certifications, Accreditations & Designations
Securities Licenses
Insurance and Annuity Licenses
Financial Organization Memberships
Fee Structure
Minimum Portfolio Size for New Managed Accounts
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Additional Details on Charges
Bachelors - Business Management
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LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures