← Back to searchVisit website
COPE PRIVATE WEALTH
D. PATERSON COPE WEALTH MANAGEMENT LLC
CRD 309351
2000 SOUTHBRIDGE PARKWAY, SUITE 625, BIRMINGHAM, AL, 35209, United States
Phone
205-223-3625
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$88.0M
Discretionary AUM
$82.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 166 | $68.0M |
| High net worth individuals | 4 | $20.0M |
All web addresses on file
Official SEC filing: View on IAPD