Adviser Profile
| As of Date | 11/24/2024 |
| Registration status | Registration Changed to COPIA WEALTH MANAGEMENT, LLC |
| ADV Location | BEND, OR, United States |
| Contact Info | 541 xxxxxxx |
| Websites |
| AUM* | 119,586,490 21% |
| of that, discretionary | 116,152,415 20% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 158,183 12% |
| % High Net Worth | 18.80% 25% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds