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COPPER LEAF FINANCIAL, LLC
CRD 285378 · SEC 801-120617
33 BLAIR PARK ROAD, SUITE 203, WILLISTON, VT, 05495, United States
Phone
802-878-2731
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$219.6M
Discretionary AUM
$219.6M
Team
4 total employees; 4 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $36.8M |
| High net worth individuals | 78 | $179.8M |
| Charitable organizations | 18 | $2.9M |
States served
VT, NY, NH
All web addresses on file
Official SEC filing: View on IAPD