Copperwood Financial
Copperwood Financial is an SEC-registered mass-market adviser in Burr Ridge, IL with $119.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Copperwood Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310859, SEC 801-134875, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $119.6M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Burr Ridge, IL
- Employees
- 3
- Clients
- 262
- CRD
- 310859
- Ownership
- GATZ, LAWRENCE, EDWARD
How much AUM does Copperwood Financial have?
Copperwood Financial reported $119.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Copperwood Financial?
Disclosed owners and executives of Copperwood Financial include GATZ, LAWRENCE, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.