Copper Leaf Financial, LLC
Copper Leaf Financial, LLC is an SEC-registered wealth manager in Williston, VT with $219.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Copper Leaf Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285378, SEC 801-120617, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $219.6M (2026-02-23)
- Firm type
- Wealth Manager
- Location
- Williston, VT
- Employees
- 4
- Clients
- 155
- CRD
- 285378
- Ownership
- DAVIS, JOHN, WENTLING; HODGDON, BRET, LYN; THOMPSON, MICHAEL, LINDUS
How much AUM does Copper Leaf Financial, LLC have?
Copper Leaf Financial, LLC reported $219.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Copper Leaf Financial, LLC?
Disclosed owners and executives of Copper Leaf Financial, LLC include DAVIS, JOHN, WENTLING, HODGDON, BRET, LYN, THOMPSON, MICHAEL, LINDUS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.