Unclaimed Profile

Louis Walter Bennett

COPIA WEALTH MANAGEMENT, LLC·BEND, Oregon

SIE, Series 7, Series 66Clean record10 years registeredCOPIA WEALTH MANAGEMENT, LLC

572 SW BLUFF DRIVE #100, BEND, OR 97702CRD# 6609914Firm CRD# 281873

Profile Verification

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

Identity

Louis Walter Bennett · BEND, OR

Registration

CRD #6609914 · COPIA WEALTH MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

COPIA WEALTH MANAGEMENT

Aug 2021 – present

ARBOR POINT ADVISORS

Nov 2020 – Aug 2021

BEND, OR

KMS FINANCIAL SERVICES, INC

May 2016 – Nov 2020

BEND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 31, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

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

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 Louis Walter Bennett offer?

Louis Walter Bennett specializes in Investment Management, Fee-Only Advisory. Contact their office in BEND, Oregon for a consultation.

What are Louis Walter Bennett's credentials?

Louis Walter Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Louis Walter Bennett located?

Louis Walter Bennett 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 Louis Walter Bennett charge for services?

Louis Walter Bennett'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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