Copperline Wealth Management & Planning
Copperline Wealth Management & Planning is an SEC-registered mass-market adviser in Cody, WY with $126.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Copperline Wealth Management & Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335796, SEC 801-132972, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $126.6M (2026-03-29)
- Firm type
- Mass-Market Adviser
- Location
- Cody, WY
- Employees
- 3
- Clients
- 440
- CRD
- 335796
- Ownership
- SMH GROUP, LLC; SCHAUERMANN, SARA, MARIE; MCNEELY, LUCAS; Selby, Elaine, Ann
How much AUM does Copperline Wealth Management & Planning have?
Copperline Wealth Management & Planning reported $126.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Copperline Wealth Management & Planning?
Disclosed owners and executives of Copperline Wealth Management & Planning include SMH GROUP, LLC, SCHAUERMANN, SARA, MARIE, MCNEELY, LUCAS, Selby, Elaine, Ann. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.