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COPIA WEALTH MANAGEMENT ADVISORS, INC.
CRD 288286
2333 CAMINO DEL RIO SOUTH,, SUITE 240, SAN DIEGO, CA, 92108, United States
Phone
619-640-2622
Fax
619-640-2600
Registration
— (—)
Source
State registered
Total AUM
$19.7M
Discretionary AUM
$19.7M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITATION FEES
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $18.3M |
| High net worth individuals | 2 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD