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COPPER BEECH WEALTH MANAGEMENT

COPPER BEECH WEALTH MANAGEMENT, LLC

CRD 321059

Visit website

20 CABOT BLVD., SUITE 300, MANSFIELD, MA, 02048, United States

Phone

(508) 290-0550

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$78.2M

Discretionary AUM

$78.2M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals36$12.2M
High net worth individuals37$66.0M

All web addresses on file

Official SEC filing: View on IAPD