Unclaimed Profile

Richard Nmn Coppa

WEALTH HEALTH, LLC·ROSELAND, New Jersey

Series 6, Series 63Clean record24 years registeredWEALTH HEALTH, LLC

5 BECKER FARM ROAD, ROSELAND, NJ 07068CRD# 2990850Firm CRD# 130951

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Nmn Coppa · ROSELAND, NJ

Registration

CRD #2990850 · WEALTH HEALTH, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MARINER

Apr 2020 – present

WEALTH HEALTH, LLC

May 2004 – Apr 2020

ROSELAND, NJ

THE MDE GROUP, INC.

Sep 2003 – Oct 2003

PARSIPPANY, NJ

THE MDE GROUP, INC.

Jun 2002 – Dec 2002

PARSIPPANY, NJ

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · June 19, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH HEALTH, LLC

CRD 130951 · SEC 801-64171

AUM

$399M

Regulatory assets under management

Employees

917 client accounts

Services offered by WEALTH HEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH HEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Nmn Coppa offer?

Richard Nmn Coppa specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROSELAND, New Jersey for a consultation.

What are Richard Nmn Coppa's credentials?

Richard Nmn Coppa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Nmn Coppa located?

Richard Nmn Coppa is based in ROSELAND, New Jersey, working with WEALTH HEALTH, LLC. Their office serves clients in the ROSELAND metropolitan area and surrounding communities.

How does Richard Nmn Coppa charge for services?

Richard Nmn Coppa's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH HEALTH, LLC?

WEALTH HEALTH, LLC has approximately 7 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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