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COPPERWOOD FINANCIAL
COPPERWOOD FINANCIAL, INC.
CRD 310859 · SEC 801-134875
745 MCCLINTOCK DR., SUITE 308, BURR RIDGE, IL, 60527, United States
Phone
630-581-8998
Fax
312-262-6740
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.6M
Discretionary AUM
$119.3M
Team
3 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 216 | $59.2M |
| High net worth individuals | 46 | $58.5M |
States served
GA, IL, KY, NC, TN, WI, TX, FL
All web addresses on file
- https://www.facebook.com/CopperwoodFinancial/
- https://www.linkedin.com/in/lgatz/
- https://copperwoodfinancial.com/
- https://www.linkedin.com/company/copperwood-financial/about/
- https://www.instagram.com/copperwood.financial/
- https://proathletewealth.net/
- https://www.facebook.com/p/Pro-Athlete-Wealth-61555155423921/
- https://www.instagram.com/proathletewealth/
Official SEC filing: View on IAPD