COPIA WEALTH MANAGEMENT, LLC
Doing business as COPIA WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$157,517,828
Discretionary
$152,454,434
Non-discretionary
$5,063,394
Firm details
- CRD number
- 281873
- SEC file number
- 801-131499
- Main office
- BEND, OR, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.