COPPER BEECH TREE LLC
Legal name: COPPER BEECH WEALTH MANAGEMENT
CRD #151476 SEC #801-70606 BLOOMFIELD HILLS, MI 248-203-2030
SEC Registered
Total AUM
$95.1M
Discretionary
$92.6M
Employees
4
Clients
1
Accounts
318
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAPHAM, KIMBERLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAPHAM, KIMBERLEY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, WILLIAM, JAMES | I | MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | CEO, MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | CEO, MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | CEO, MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | CEO, MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | CEO, MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | CEO, MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | CEO, MEMBER | E | Control |
| BROWN, WILLIAM, JAMES | I | MEMBER | D | Control |
| BERRY, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BERRY, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BERRY, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BERRY, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BERRY, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BERRY, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BERRY, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BERRY, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BERRY, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BERRY, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BERRY, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| BERRY, DAVID | I | CHIEF INVESTMENT OFFICER | B | Control |
| CSERNATONI, LEVENTE | I | INVESTMENT COMMITTEE | B | Control |
Registrations
Federal
IA
Mar 22, 2017 REGISTERED
Notice Filings (5)
AZ FL MI NJ TX
Address
33 BLOOMFIELD HILLS PARKWAYSUITE 100
BLOOMFIELD HILLS, MI 48304
United States
Phone: 248-203-2030