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

Clients

Accounts

2,150

Firm Details

Organization Type: Limited Liability Company
State of Formation: Arizona
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 7, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
NEWTON, ERICK, SCOT	I	CHIEF COMPLIANCE OFFICER	NA	Control
NEWTON, ERICK, SCOT	I	CHIEF COMPLIANCE OFFICER	NA	Control
NEWTON, ERICK, SCOT	I	CHIEF COMPLIANCE OFFICER	NA	Control
NEWTON, ERICK, SCOT	I	CHIEF COMPLIANCE OFFICER	NA	Control
NEWTON, ERICK, SCOT	I	CHIEF COMPLIANCE OFFICER	NA	Control
NEWTON, ERICK, SCOT	I	CHIEF COMPLIANCE OFFICER	NA	Control
NEWTON, ERICK, SCOT	I	CHIEF COMPLIANCE OFFICER	NA	Control
NEWTON, ERICK, SCOT	I	CHIEF COMPLIANCE OFFICER	NA	Control
NEWTON, ERICK, SCOT	I	CHIEF COMPLIANCE OFFICER	NA	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	E	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	E	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	E	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	E	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	E	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	E	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	D	Control
DAUGHTREY, DAVID, BLANE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	C	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	C	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	C	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	C	Control
MEYER, BRUCE, ALAN	I	MANAGING MEMBER	C	Control
EGGETT, JACOB, O	I	MEMBER	B
EGGETT, JACOB, O	I	MEMBER	B
EGGETT, JACOB, O	I	MEMBER	B
EGGETT, JACOB, O	I	MEMBER	B
EGGETT, JACOB, O	I	MEMBER	B
EGGETT, JACOB, O	I	MEMBER	B
EGGETT, JACOB, O	I	MEMBER	B
EGGETT, JACOB, O	I	MEMBER	B
EGGETT, JACOB, O	I	MEMBER	B
EGGETT, JACOB, O	I	MEMBER	B
EGGETT, JACOB, O	I	MEMBER	B
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
ELLEY, LYNDA, KRANTZ	I	MANAGING MEMBER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
EGGETT, JACOB, O	I	MEMBER	A
EGGETT, JACOB, O	I	MEMBER	A
EGGETT, JACOB, O	I	MEMBER	A
EGGETT, JACOB, O	I	MEMBER	A
EGGETT, JACOB, O	I	MEMBER	A
EGGETT, JACOB, O	I	MEMBER	A
EGGETT, JACOB, O	I	MEMBER	A
EGGETT, JACOB, O	I	MEMBER	A
EGGETT, JACOB, O	I	MEMBER	A
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
NEWTON, ERICK, SCOT	I	MEMBER & CHIEF COMPLIANCE OFFICER	A	Control

Registrations

Federal

Mar 7, 2025 REGISTERED

Notice Filings (18)

AK AZ CA CO FL ID MI MT NC NH NM NV NY PA SD TX UT WA

Address

14256 N. NORTHSIGHT BLVD.
STE B-115
SCOTTSDALE, AZ 85260
United States

Phone: 480-348-2100