COPPERLINE WEALTH MANAGEMENT & PLANNING

CRD 335796File 801-132972

APPROVED

Retail clients

Filing as of Mar 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$126.6M

Bottom 25% of cohort (national)

Discretionary AUM

$126.6M

Clients

440

735 accounts

Employees

Bottom 25% of cohort in WY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jun 13, 2025
Principal office: 1517 RUMSEY AVENUE, CODY, WY, 82414
Phone: 307-586-1880
Website: https://www.copperlinewealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $126.6M
Discretionary AUM: $126.6M
Non-discretionary AUM: $0
Discretionary accounts: 735
Non-discretionary accounts: 0
Total accounts: 735
AUM per client: $288K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$939K
Charitable organizations	5	$904K
High net worth individuals	122	$96.1M
Pension and profit sharing plans	5	$755K
Individuals (other than high net worth individuals)	308	$27.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for businesses
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

This firm answered no to every Item 11 disclosure question in this filing.

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.