COPPER LEAF FINANCIAL, LLC
CRD #285378 SEC #801-120617 WILLISTON, VT 802-878-2731
SEC Registered
Total AUM
$190M
Discretionary
$190M
Employees
5
Clients
25
Accounts
537
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $190M | $190M | $0 | 5 | 11 |
| Feb 2025 | $190M | $190M | $0 | 5 | 11 |
| May 2024 | $189.2M | $189.2M | $0 | 5 | 7 |
| Jan 2024 | $189.2M | $189.2M | $0 | 5 | 7 |
| Aug 2023 | $149M | $149M | $0 | 5 | 10 |
| Apr 2023 | $149M | $149M | $0 | 5 | 10 |
| Mar 2023 | $149M | $149M | $0 | 5 | 10 |
| Mar 2022 | $143.9M | $143.9M | $0 | 6 | 8 |
| Jul 2021 | $116.2M | $116.2M | $0 | 6 | 7 |
| Feb 2021 | $116.2M | $116.2M | $0 | 6 | 7 |
| Feb 2021 | $116.2M | $116.2M | $0 | 6 | 7 |
DateAug 2025
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees5
Clients11
DateFeb 2025
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees5
Clients11
DateMay 2024
Total AUM$189.2M
Discretionary$189.2M
Non-Disc.$0
Employees5
Clients7
DateJan 2024
Total AUM$189.2M
Discretionary$189.2M
Non-Disc.$0
Employees5
Clients7
DateAug 2023
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees5
Clients10
DateApr 2023
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees5
Clients10
DateMar 2023
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees5
Clients10
DateMar 2022
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees6
Clients8
DateJul 2021
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees6
Clients7
DateFeb 2021
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees6
Clients7
DateFeb 2021
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees6
Clients7