AdvisorOS Directory
Claim Profile
GG

Geoffrey Nyle Gruetzmacher

COPIA WEALTH MANAGEMENT, LLC·BEND, Oregon
Unclaimed Profile
572 SW BLUFF DRIVE #100, BEND, OR 97702CRD# 7315553Firm CRD# 281873
01

About

Geoffrey Nyle Gruetzmacher 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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
COPIA WEALTH MANAGEMENT, LLC
COPIA WEALTH MANAGEMENT
AUM
$120M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COPIA WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7315553
Firm CRD# 281873
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BEND?

Browse all registered financial advisors in BEND, Oregon or claim this profile if it's yours.

Browse BEND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Geoffrey Nyle Gruetzmacher offer?
Geoffrey Nyle Gruetzmacher specializes in Investment Management, Fee-Only Advisory. Contact their office in BEND, Oregon for a consultation.
What are Geoffrey Nyle Gruetzmacher's credentials?
Geoffrey Nyle Gruetzmacher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Nyle Gruetzmacher located?
Geoffrey Nyle Gruetzmacher 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 Geoffrey Nyle Gruetzmacher charge for services?
Geoffrey Nyle Gruetzmacher'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BEND
Tyler Coughlin Simones — NORTHWEST QUADRANT, LLCArnold Troy Reinhart — NORTHWEST QUADRANT, LLCJames Michael Conrads — CAPSTONE WEALTH MANAGEMENT GROUP, LLCKevin John Serrapede — CAPSTONE WEALTH MANAGEMENT GROUP, LLCMelissa Hurst Wheeler — HIGHWEST GLOBAL MANAGEMENT, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile