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COPIA WEALTH MANAGEMENT

COPIA WEALTH MANAGEMENT, LLC

CRD 281873 · SEC 801-131499

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572 SW BLUFF DRIVE #100, BEND, OR, 97702, United States

Phone

541-647-2545

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$157.5M

Discretionary AUM

$152.5M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-04

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals231$58.1M
High net worth individuals57$96.2M

States served

AZ, CA, OR, WA, TX

All web addresses on file

Official SEC filing: View on IAPD