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SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD 159255 · SEC 801-73087
3000 PROFESSIONAL DR., STE 201, SPRINGFIELD, IL, 62703, United States
Phone
217-753-4020
Fax
217-753-8185
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$705.7M
Discretionary AUM
$88.6M
Team
10 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 394 | $187.6M |
| High net worth individuals | 155 | $438.9M |
| Pension/profit sharing plans | 13 | $56.0M |
| Charitable organizations | 9 | $23.2M |
States served
AZ, IL, IN, SC, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD