← Directory
COPIA WEALTH MANAGEMENT
Legal name: COPIA WEALTH MANAGEMENT, LLC
CRD 281873File 801-131499
APPROVED
Retail clients
Disclosure events
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$157.5M
Bottom 25% of cohort (national)
Discretionary AUM
$152.5M
Non-discretionary $5.1M
Clients
288
850 accounts
Employees
4
Bottom 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 21, 2024
- Principal office
- 572 SW BLUFF DRIVE #100, BEND, OR, 97702
- Phone
- 541-647-2545
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $157.5M
- Discretionary AUM
- $152.5M
- Non-discretionary AUM
- $5.1M
- Discretionary accounts
- 791
- Non-discretionary accounts
- 59
- Total accounts
- 850
- AUM per client
- $547K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 57 | $96.2M |
| Pension and profit sharing plans | Fewer than 5 | $3.2M |
| Individuals (other than high net worth individuals) | 231 | $58.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E3
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.