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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Mar 1, 2026 | Clients | 263 | 288 | increased by25 |
| Mar 1, 2026 | AUM | $122,808,687 | $157,517,828 | increased by$34,709,141 |
| Mar 1, 2026 | Accounts | 757 | 850 | increased by93 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COPIA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COPIA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.