Clipper Wealth Management is an investment management firm that emphasizes an unparalleled degree of client service while providing asset management and comprehensive financial planning to qualified high net worth individuals, retirees and trusts. As an independent CERTIFIED FINANCIAL PLANNERTM(CFP®) PROFESSIONAL, Scott Cash Thompson, owner of Clipper Wealth Management, LLC works with clients to develop a custom plan to suit their goals, risks and income needs. Teaming with LPL Financial, the largest broker-dealer firm for independent advisors*, Scott has access to a wide array of products and financial planning resources.
View Top Employees from Clipper Wealth Management LLC| Website | http://www.clipperwealth.com |
| Revenue | $1 million |
| Employees | View employees |
| Address | 16170 Jones Maltsberger Rd, Ste 102, San Antonio, Texas 78247, US |
| Phone | (210) 930-7600 |
| Fax | (210) 349-9983 |
| Industry | Business Services General, Business Services |
| Competitors | Good Life Wealth Management LLC, ML&R Wealth Management LLC, Snow Financial Group, LLC |
| SIC | SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 56111 Companies, NAICS Code 5611 Companies, NAICS Code 561110 Companies, NAICS Code 561 Companies, NAICS Code 56 Companies |
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Clipper Wealth Management LLC Questions
The Clipper Wealth Management LLC annual revenue was $1 million in 2024.
Clipper Wealth Management LLC is based in San Antonio, Texas.
The NAICS codes for Clipper Wealth Management LLC are [56111, 5611, 561110, 561, 56].
The SIC codes for Clipper Wealth Management LLC are [874, 87].
