COPPERWYND FINANCIAL, LLC
Legal name: COPPERWYND FINANCIAL
CRD #143442 SEC #801-67763 SCOTTSDALE, AZ 480-348-2100
SEC Registered
Total AUM
$720.1M
Discretionary
$720.1M
Employees
11
Clients
--
Accounts
2,150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $720.1M | $720.1M | $0 | 11 | 0 |
| Feb 2025 | $530.6M | $530.6M | $0 | 9 | 0 |
| Oct 2024 | $530.6M | $530.6M | $0 | 9 | 0 |
| Jun 2024 | $530.6M | $530.6M | $0 | 9 | 0 |
| Jun 2024 | $530.6M | $530.6M | $0 | 9 | 0 |
| May 2024 | $530.6M | $530.6M | $0 | 9 | 0 |
| Mar 2024 | $530.6M | $530.6M | $0 | 9 | 0 |
| Feb 2024 | $530.6M | $530.6M | $0 | 9 | 0 |
| Jan 2024 | $458.9M | $458.9M | $0 | 10 | 0 |
| Nov 2023 | $458.9M | $458.9M | $0 | 10 | 0 |
| Jun 2023 | $458.9M | $458.9M | $0 | 10 | 0 |
| Feb 2023 | $458.9M | $458.9M | $0 | 10 | 0 |
| Jun 2022 | $509.9M | $509.9M | $0 | 10 | 0 |
| Mar 2022 | $509.9M | $509.9M | $0 | 10 | 0 |
| Mar 2021 | $417.4M | $417.4M | $0 | 8 | 0 |
| Jun 2020 | $366M | $366M | $0 | 8 | 0 |
| Feb 2020 | $366M | $366M | $0 | 8 | 0 |
| Dec 2019 | $296.4M | $296.4M | $0 | 7 | 0 |
| Oct 2019 | $296.4M | $296.4M | $0 | 7 | 0 |
| Mar 2019 | $296.4M | $296.4M | $0 | 7 | 0 |
| Jul 2018 | $288.3M | $288.3M | $0 | 8 | 0 |
| May 2018 | $288.3M | $288.3M | $0 | 8 | 0 |
| Feb 2018 | $288.3M | $288.3M | $0 | 8 | 0 |
| Feb 2018 | $288.3M | $288.3M | $0 | 8 | 0 |
| Nov 2017 | $220.9M | $220.9M | $0 | 7 | 0 |
| Jun 2017 | $220.9M | $220.9M | $0 | 7 | 400 |
| Apr 2017 | $220.9M | $220.9M | $0 | 7 | 400 |
| Mar 2017 | $220.9M | $220.9M | $0 | 7 | 400 |
| Jun 2016 | $176.2M | $176.2M | $0 | 5 | 300 |
| Feb 2016 | $176.2M | $176.2M | $0 | 5 | 300 |
| Jul 2015 | $157.3M | $157.3M | $40K | 5 | 300 |
| May 2015 | $157.3M | $157.3M | $40K | 5 | 300 |
| Jan 2015 | $157.3M | $157.3M | $40K | 5 | 300 |
| Jan 2014 | $137.9M | $137.8M | $37.5K | 5 | 300 |
| Jan 2013 | $113.5M | $110.8M | $2.6M | 4 | 300 |
| Jan 2013 | $113.5M | $110.8M | $2.6M | 4 | 300 |
| Nov 2012 | $93.3M | $93.1M | $182.7K | 5 | 300 |
| Jun 2012 | $93.3M | $93.1M | $182.7K | 1 | 300 |
| Mar 2012 | $93.3M | $93.1M | $182.7K | 1 | 300 |
| Feb 2012 | $93.3M | $93.1M | $182.7K | 1 | 300 |
| Feb 2012 | $93.3M | $93.1M | $182.7K | 1 | 1 |
| Feb 2012 | $91.5M | $91.3M | $182.7K | 1 | 1 |
| Jul 2011 | $91.9M | $88.4M | $3.5M | 5 | -- |
| Apr 2011 | $91.9M | $88.4M | $3.5M | 5 | -- |
| Apr 2011 | $91.9M | $88.4M | $3.5M | 5 | -- |
| Mar 2011 | $91.9M | $88.4M | $3.5M | 5 | -- |
| Jun 2010 | $74.4M | $69.4M | $5M | 5 | -- |
| Jan 2010 | $74.4M | $69.4M | $5M | 5 | -- |
| Feb 2009 | $48M | $45.8M | $2.2M | 5 | -- |
| Nov 2007 | $33.5M | $33.5M | $0 | 5 | -- |
| Sep 2007 | $33.5M | $33.5M | $0 | 5 | -- |
| Aug 2007 | $33.5M | $33.5M | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$720.1M
Discretionary$720.1M
Non-Disc.$0
Employees11
Clients0
DateFeb 2025
Total AUM$530.6M
Discretionary$530.6M
Non-Disc.$0
Employees9
Clients0
DateOct 2024
Total AUM$530.6M
Discretionary$530.6M
Non-Disc.$0
Employees9
Clients0
DateJun 2024
Total AUM$530.6M
Discretionary$530.6M
Non-Disc.$0
Employees9
Clients0
DateJun 2024
Total AUM$530.6M
Discretionary$530.6M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$530.6M
Discretionary$530.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$530.6M
Discretionary$530.6M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$530.6M
Discretionary$530.6M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$458.9M
Discretionary$458.9M
Non-Disc.$0
Employees10
Clients0
DateNov 2023
Total AUM$458.9M
Discretionary$458.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2023
Total AUM$458.9M
Discretionary$458.9M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$458.9M
Discretionary$458.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$509.9M
Discretionary$509.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$509.9M
Discretionary$509.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$417.4M
Discretionary$417.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$366M
Discretionary$366M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$366M
Discretionary$366M
Non-Disc.$0
Employees8
Clients0
DateDec 2019
Total AUM$296.4M
Discretionary$296.4M
Non-Disc.$0
Employees7
Clients0
DateOct 2019
Total AUM$296.4M
Discretionary$296.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$296.4M
Discretionary$296.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$288.3M
Discretionary$288.3M
Non-Disc.$0
Employees8
Clients0
DateMay 2018
Total AUM$288.3M
Discretionary$288.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2018
Total AUM$288.3M
Discretionary$288.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2018
Total AUM$288.3M
Discretionary$288.3M
Non-Disc.$0
Employees8
Clients0
DateNov 2017
Total AUM$220.9M
Discretionary$220.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2017
Total AUM$220.9M
Discretionary$220.9M
Non-Disc.$0
Employees7
Clients400
DateApr 2017
Total AUM$220.9M
Discretionary$220.9M
Non-Disc.$0
Employees7
Clients400
DateMar 2017
Total AUM$220.9M
Discretionary$220.9M
Non-Disc.$0
Employees7
Clients400
DateJun 2016
Total AUM$176.2M
Discretionary$176.2M
Non-Disc.$0
Employees5
Clients300
DateFeb 2016
Total AUM$176.2M
Discretionary$176.2M
Non-Disc.$0
Employees5
Clients300
DateJul 2015
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$40K
Employees5
Clients300
DateMay 2015
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$40K
Employees5
Clients300
DateJan 2015
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$40K
Employees5
Clients300
DateJan 2014
Total AUM$137.9M
Discretionary$137.8M
Non-Disc.$37.5K
Employees5
Clients300
DateJan 2013
Total AUM$113.5M
Discretionary$110.8M
Non-Disc.$2.6M
Employees4
Clients300
DateJan 2013
Total AUM$113.5M
Discretionary$110.8M
Non-Disc.$2.6M
Employees4
Clients300
DateNov 2012
Total AUM$93.3M
Discretionary$93.1M
Non-Disc.$182.7K
Employees5
Clients300
DateJun 2012
Total AUM$93.3M
Discretionary$93.1M
Non-Disc.$182.7K
Employees1
Clients300
DateMar 2012
Total AUM$93.3M
Discretionary$93.1M
Non-Disc.$182.7K
Employees1
Clients300
DateFeb 2012
Total AUM$93.3M
Discretionary$93.1M
Non-Disc.$182.7K
Employees1
Clients300
DateFeb 2012
Total AUM$93.3M
Discretionary$93.1M
Non-Disc.$182.7K
Employees1
Clients1
DateFeb 2012
Total AUM$91.5M
Discretionary$91.3M
Non-Disc.$182.7K
Employees1
Clients1
DateJul 2011
Total AUM$91.9M
Discretionary$88.4M
Non-Disc.$3.5M
Employees5
Clients--
DateApr 2011
Total AUM$91.9M
Discretionary$88.4M
Non-Disc.$3.5M
Employees5
Clients--
DateApr 2011
Total AUM$91.9M
Discretionary$88.4M
Non-Disc.$3.5M
Employees5
Clients--
DateMar 2011
Total AUM$91.9M
Discretionary$88.4M
Non-Disc.$3.5M
Employees5
Clients--
DateJun 2010
Total AUM$74.4M
Discretionary$69.4M
Non-Disc.$5M
Employees5
Clients--
DateJan 2010
Total AUM$74.4M
Discretionary$69.4M
Non-Disc.$5M
Employees5
Clients--
DateFeb 2009
Total AUM$48M
Discretionary$45.8M
Non-Disc.$2.2M
Employees5
Clients--
DateNov 2007
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--