Copia Wealth Management
Copia Wealth Management is an SEC-registered mass-market adviser in Bend, OR with $157.5M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Copia Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281873, SEC 801-131499, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $157.5M (2026-02-04)
- Firm type
- Mass-Market Adviser
- Location
- Bend, OR
- Employees
- 4
- Clients
- 288
- CRD
- 281873
- Ownership
- BOEHM, AARON, LEE; Bennett, Louis, Walter; Gruetzmacher, Geoffrey, Nyle
How much AUM does Copia Wealth Management have?
Copia Wealth Management reported $157.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Copia Wealth Management?
Disclosed owners and executives of Copia Wealth Management include BOEHM, AARON, LEE, Bennett, Louis, Walter, Gruetzmacher, Geoffrey, Nyle. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.