COPIA WEALTH MANAGEMENT, LLC
Legal name: COPIA WEALTH MANAGEMENT
CRD #281873 SEC #801-131499 BEND, OR 541-647-2545
SEC Registered
Total AUM
$122.8M
Discretionary
$119.2M
Employees
5
Clients
0
Accounts
757
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $122.8M | $119.2M | $3.6M | 5 | 0 |
| Jan 2025 | $122.8M | $119.2M | $3.6M | 5 | 0 |
| Nov 2024 | $119.6M | $116.2M | $3.4M | 5 | 0 |
| Oct 2024 | $119.6M | $116.2M | $3.4M | 5 | 0 |
DateMay 2025
Total AUM$122.8M
Discretionary$119.2M
Non-Disc.$3.6M
Employees5
Clients0
DateJan 2025
Total AUM$122.8M
Discretionary$119.2M
Non-Disc.$3.6M
Employees5
Clients0
DateNov 2024
Total AUM$119.6M
Discretionary$116.2M
Non-Disc.$3.4M
Employees5
Clients0
DateOct 2024
Total AUM$119.6M
Discretionary$116.2M
Non-Disc.$3.4M
Employees5
Clients0