COPIA WEALTH MANAGEMENT, LLC

COPIA WEALTH MANAGEMENT
BEND, Oregon·3 registered advisors·CRD# 281873
SEC# 801-1314990541-647-2545
01

Firm Overview

AUM
$120M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at COPIA WEALTH MANAGEMENT, LLC

3 registered advisors
Aaron Lee Boehm
BEND, Oregon
Geoffrey Nyle Gruetzmacher
BEND, Oregon
Louis Walter Bennett
BEND, Oregon
05

Office Locations

BEND, Oregon
3 advisors

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Data sourced from SEC Form ADV filings. COPIA WEALTH MANAGEMENT, LLC (CRD# 281873) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.