Overview
Assets Under Management: $158 million
Headquarters: BEND, OR
High-Net-Worth Clients: 57
Average Client Assets: $1.7 million
Frequently Asked Questions
COPIA WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281873), COPIA WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
COPIA WEALTH MANAGEMENT is headquartered in BEND, OR.
COPIA WEALTH MANAGEMENT serves 57 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, COPIA WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
COPIA WEALTH MANAGEMENT manages $158 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, COPIA WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.08%
Average Client Assets: $1.7 million
Total Client Accounts: 850
Discretionary Accounts: 791
Non-Discretionary Accounts: 59
Regulatory Filings
CRD Number: 281873
Filing ID: 2043922
Last Filing Date: 2026-02-04 10:32:42