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Louis Walter Bennett

COPIA WEALTH MANAGEMENT, LLC·BEND, Oregon
Unclaimed Profile
572 SW BLUFF DRIVE #100, BEND, OR 97702CRD# 6609914Firm CRD# 281873
01

About

Louis Walter Bennett 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# 6609914
Firm CRD# 281873
1 disclosure on file
View on FINRA BrokerCheck →

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05

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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Other advisors in BEND
Melissa Hurst Wheeler — HIGHWEST GLOBAL MANAGEMENT, LLCTyler Coughlin Simones — NORTHWEST QUADRANT, LLCArnold Troy Reinhart — NORTHWEST QUADRANT, LLCJames Michael Conrads — CAPSTONE WEALTH MANAGEMENT GROUP, LLCGeoffrey Nyle Gruetzmacher — COPIA WEALTH 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
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