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COPPER RIDGE WEALTH MANAGEMENT, LLC
CRD 323209
1625 WATERBURY RD., UNIT 1, LAKEWOOD, OH, 44107, United States
Phone
440-539-2250
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.0M
Discretionary AUM
$15.0M
Team
0 total employees; 0 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $15.0M |
All web addresses on file
Official SEC filing: View on IAPD