Unclaimed Profile

Aaron Lee Boehm

COPIA WEALTH MANAGEMENT, LLC·BEND, Oregon

COPIA 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

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Aaron Lee Boehm is a registered financial advisor based in BEND, Oregon, affiliated with COPIA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

COPIA WEALTH MANAGEMENT, LLC

COPIA WEALTH MANAGEMENT

AUM

$120M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COPIA WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3232128

Firm CRD# 281873

View on FINRA BrokerCheck →

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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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