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COPELAND WEALTH MANAGEMENT, LLC
CRD 152781
124 FRANKLIN STREET, CLARKSVILLE, TN, 37040, United States
Phone
931-245-1930
Fax
931-933-7629
Registration
— (—)
Source
State registered
Total AUM
$52.3M
Discretionary AUM
$52.3M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $16.7M |
| High net worth individuals | 13 | $33.7M |
| Pension/profit sharing plans | 1 | $1.6M |
| Charitable organizations | 1 | $310K |
| Corporations/business entities | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD