Unclaimed Profile

Aaron Lee Boehm

COPIA WEALTH MANAGEMENT, LLC·BEND, Oregon

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 6618 years registeredCOPIA WEALTH MANAGEMENT, LLC

572 SW BLUFF DRIVE #100, BEND, OR 97702CRD# 3232128Firm CRD# 281873

Profile Verification

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

Identity

Aaron Lee Boehm · BEND, OR

Registration

CRD #3232128 · COPIA WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

COPIA WEALTH MANAGEMENT

Jan 2022 – present

ARBOR POINT ADVISORS

Nov 2020 – Dec 2021

BEND, OR

KMS FINANCIAL SERVICES, INC

Aug 2011 – Nov 2020

BEND, OR

LPL FINANCIAL LLC

Nov 2009 – Jul 2011

BEND, OR

CHARLES SCHWAB & CO., INC.

Jun 2008 – Nov 2009

BEND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 66

Registration record

First registered · June 20, 2008

Years registered · 18

Disclosure History

2011Regulatory·Final

2010Customer Dispute·Settled

2003Customer Dispute·Denied

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COPIA WEALTH MANAGEMENT, LLC

CRD 281873 · SEC 801-131499

AUM

$120M

Regulatory assets under management

Employees

756 client accounts

Services offered by COPIA WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at COPIA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Lee Boehm offer?

Aaron Lee Boehm specializes in Investment Management, Fee-Only Advisory. Contact their office in BEND, Oregon for a consultation.

What are Aaron Lee Boehm's credentials?

Aaron Lee Boehm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Lee Boehm located?

Aaron Lee Boehm is based in BEND, Oregon, working with COPIA WEALTH MANAGEMENT, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.

How does Aaron Lee Boehm charge for services?

Aaron Lee Boehm's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPIA WEALTH MANAGEMENT, LLC?

COPIA WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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