← Back to searchVisit website
COPPERLINE WEALTH MANAGEMENT & PLANNING
CRD 335796 · SEC 801-132972
1517 RUMSEY AVENUE, CODY, WY, 82414, United States
Phone
307-586-1880
Fax
307-586-1800
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.6M
Discretionary AUM
$126.6M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 308 | $27.9M |
| High net worth individuals | 122 | $96.1M |
| Pension/profit sharing plans | 5 | $755K |
| Charitable organizations | 5 | $904K |
States served
CA, CO, KS, MN, NV, NC, WY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD