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Geoffrey Nyle Gruetzmacher

COPIA WEALTH MANAGEMENT, LLC·BEND, Oregon
SIE, Series 65Clean record4 years registeredCOPIA WEALTH MANAGEMENT, LLC
572 SW BLUFF DRIVE #100, BEND, OR 97702CRD# 7315553Firm CRD# 281873

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Geoffrey Nyle Gruetzmacher · BEND, OR
Registration
CRD #7315553 · COPIA WEALTH MANAGEMENT, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

COPIA WEALTH MANAGEMENT
Mar 2022 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 65
Registration record
First registered · March 15, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COPIA WEALTH MANAGEMENT, LLC
CRD 281873 · SEC 801-131499
AUM
$120M
Regulatory assets under management
Employees
5
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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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.
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Other Advisors at COPIA WEALTH MANAGEMENT, LLC

Aaron Lee Boehm
BEND, OR
Louis Walter Bennett
BEND, OR

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Research
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