Overview
Assets Under Management: $127 million
Headquarters: CODY, WY
High-Net-Worth Clients: 122
Average Client Assets: $0.8 million
Frequently Asked Questions
COPPERLINE WEALTH MANAGEMENT & PLANNING 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 #335796), COPPERLINE WEALTH MANAGEMENT & PLANNING is subject to fiduciary duty under federal law.
COPPERLINE WEALTH MANAGEMENT & PLANNING is headquartered in CODY, WY.
COPPERLINE WEALTH MANAGEMENT & PLANNING serves 122 high-net-worth clients according to their SEC filing dated March 29, 2026. View client details ↓
According to their SEC Form ADV, COPPERLINE WEALTH MANAGEMENT & PLANNING offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
COPPERLINE WEALTH MANAGEMENT & PLANNING manages $127 million in client assets according to their SEC filing dated March 29, 2026.
According to their SEC Form ADV, COPPERLINE WEALTH MANAGEMENT & PLANNING serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.92%
Average Client Assets: $0.8 million
Total Client Accounts: 735
Discretionary Accounts: 735
Regulatory Filings
CRD Number: 335796
Filing ID: 2066959
Last Filing Date: 2026-03-29 14:35:38