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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOEHM, AARON, LEE | I | MANAGING MEMBER/PRESIDENT | D | Control |
| BOEHM, AARON, LEE | I | MANAGING MEMBER/PRESIDENT | D | Control |
| BOEHM, AARON, LEE | I | MANAGING MEMBER/PRESIDENT | D | Control |
| BOEHM, AARON, LEE | I | MANAGING MEMBER/PRESIDENT | D | Control |
| Bennett, Louis, Walter | I | MANAGING MEMBER | C | Control |
| Bennett, Louis, Walter | I | MANAGING MEMBER | C | Control |
| Bennett, Louis, Walter | I | MANAGING MEMBER | C | Control |
| Bennett, Louis, Walter | I | MANAGING MEMBER | C | Control |
| Gruetzmacher, Geoffrey, Nyle | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| Gruetzmacher, Geoffrey, Nyle | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| Gruetzmacher, Geoffrey, Nyle | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| Gruetzmacher, Geoffrey, Nyle | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
May 16, 2025 REGISTERED
Notice Filings (5)
AZ CA OR TX WA
Address
572 SW BLUFF DRIVE #100BEND, OR 97702
United States
Phone: 541-647-2545