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Copia Wealth Management, LLC

● SEC registered since 2024CRD 281873SEC# 801-131499Bend, OR
Export (members)
Reg. AUM
$122.8M
Employees
5
Accounts
757
Location
Bend, OR

Copia Wealth Management, LLC assets under management

Copia Wealth Management, LLC is an investment advisory firm registered with the SEC based in Bend, OR. The firm has been registered since 2024. It reports $122.8 million in regulatory assets under management and employs 5 people.
www.copiawealthmanagement.comView on SEC.gov ↗

Copia Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Aaron Lee Boehm ControlManaging Member/President50-75%2022
Geoffrey Nyle Gruetzmacher ControlMember/Chief Compliance Officer10-25%2024
Louis Walter Bennett ControlManaging Member25-50%2020

Frequently asked questions

How much does Copia Wealth Management, LLC manage?

Copia Wealth Management, LLC reports $122.8 million in regulatory assets under management on its Form ADV.

How many employees does Copia Wealth Management, LLC have?

Copia Wealth Management, LLC reports 5 employees.

Where is Copia Wealth Management, LLC located?

Copia Wealth Management, LLC is based in Bend, OR and has been SEC-registered since 2024.

Does Copia Wealth Management, LLC disclose fund performance?

Copia Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address572 SW Bluff Drive #100, Bend, OR 97702
Phone541-647-2545
Office hours7:00a.m. - 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$119.2M
Non-discretionary$3.6M
Total (RAUM)$122.8M