Copper Beech Financial Group, LLC
Copper Beech Financial Group, LLC is an SEC-registered wealth manager in Moorestown, NJ with $197.4M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Copper Beech Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313156, SEC 801-121409, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $197.4M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Moorestown, NJ
- Employees
- 9
- Clients
- 166
- CRD
- 313156
- Ownership
- Parise, Michael; PARISE, JOHN; CB TREE HOLDINGS, LLC; PARISE, MICHAEL, JOHN; PARISE, JOHN, JOSEPH
How much AUM does Copper Beech Financial Group, LLC have?
Copper Beech Financial Group, LLC reported $197.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Copper Beech Financial Group, LLC?
Disclosed owners and executives of Copper Beech Financial Group, LLC include Parise, Michael, PARISE, JOHN, CB TREE HOLDINGS, LLC, PARISE, MICHAEL, JOHN, PARISE, JOHN, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.