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Copperline Wealth Management & Planning

● SEC registered since 2025CRD 335796SEC# 801-132972Cody, WY
Export (members)
Reg. AUM
—
Employees
3
Accounts
—
Location
Cody, WY

Copperline Wealth Management & Planning assets under management

Copperline Wealth Management & Planning is an SEC-registered investment adviser based in Cody, WY. The firm has been registered since 2025. It employs 3 people.
www.copperlinewealth.comView on SEC.gov ↗

Copperline Wealth Management & Planning owners & executives

6 reported
NameTitleOwnershipSince
Elaine Ann Selby ControlChief Compliance OfficerUnder 5%2025
Lucas McNeely ControlPartner/Investment Adviser RepresentativeUnder 5%2025
Sara Marie Schauermann ControlPartner/Investment Adviser RepresentativeUnder 5%2025
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Frequently asked questions

How many employees does Copperline Wealth Management & Planning have?

Copperline Wealth Management & Planning reports 3 employees.

Where is Copperline Wealth Management & Planning located?

Copperline Wealth Management & Planning is based in Cody, WY and has been SEC-registered since 2025.

Does Copperline Wealth Management & Planning disclose fund performance?

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

Contact & registration

Address1517 Rumsey Avenue, Cody, WY 82414
Phone307-586-1880
Fax307-586-1800
Office hours9:00a.m.-5:00P
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo