RIA Intelligence

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

No fee data available. Fee information is extracted from Part 2 brochures.