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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Vermont
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, JOHN, WENTLING | I | SHAREHOLDER | E | Control |
| DAVIS, JOHN, WENTLING | I | SHAREHOLDER | E | Control |
| DAVIS, JOHN, WENTLING | I | SHAREHOLDER | E | Control |
| DAVIS, JOHN, WENTLING | I | SHAREHOLDER | E | Control |
| DAVIS, JOHN, WENTLING | I | SHAREHOLDER | D | Control |
| DAVIS, JOHN, WENTLING | I | SHAREHOLDER | D | Control |
| DAVIS, JOHN, WENTLING | I | SHAREHOLDER | D | Control |
| DAVIS, JOHN, WENTLING | I | SHAREHOLDER | D | Control |
| DAVIS, JOHN, WENTLING | I | SHAREHOLDER | D | Control |
| DAVIS, JOHN, WENTLING | I | SHAREHOLDER | D | Control |
| DAVIS, JOHN, WENTLING | I | SHAREHOLDER | D | Control |
| HODGDON, BRET, LYN | I | CHIEF COMPLIANCE OFFICER, SHAREHOLDER | C | Control |
| HODGDON, BRET, LYN | I | CHIEF COMPLIANCE OFFICER, SHAREHOLDER | C | Control |
| HODGDON, BRET, LYN | I | CHIEF COMPLIANCE OFFICER, SHAREHOLDER | C | Control |
| HODGDON, BRET, LYN | I | CHIEF COMPLIANCE OFFICER, SHAREHOLDER | C | Control |
| HODGDON, BRET, LYN | I | SHAREHOLDER | B | Control |
| HODGDON, BRET, LYN | I | SHAREHOLDER | B | Control |
| HODGDON, BRET, LYN | I | SHAREHOLDER | B | Control |
| HODGDON, BRET, LYN | I | SHAREHOLDER | B | Control |
| HODGDON, BRET, LYN | I | SHAREHOLDER | B | Control |
| HODGDON, BRET, LYN | I | SHAREHOLDER | B | Control |
| HODGDON, BRET, LYN | I | SHAREHOLDER | B | Control |
| THOMPSON, MICHAEL, LINDUS | I | CHIEF COMPLIANCE OFFICER / SHAREHOLDER | B | Control |
| THOMPSON, MICHAEL, LINDUS | I | CHIEF COMPLIANCE OFFICER / SHAREHOLDER | B | Control |
| THOMPSON, MICHAEL, LINDUS | I | CHIEF COMPLIANCE OFFICER / SHAREHOLDER | B | Control |
| THOMPSON, MICHAEL, LINDUS | I | CHIEF COMPLIANCE OFFICER / SHAREHOLDER | B | Control |
| THOMPSON, MICHAEL, LINDUS | I | CHIEF COMPLIANCE OFFICER / SHAREHOLDER | B | Control |
| THOMPSON, MICHAEL, LINDUS | I | CHIEF COMPLIANCE OFFICER / SHAREHOLDER | B | Control |
| THOMPSON, MICHAEL, LINDUS | I | CHIEF COMPLIANCE OFFICER / SHAREHOLDER | B | Control |
Registrations
Federal
IA
Aug 25, 2025 REGISTERED
Notice Filings (3)
LA NH VT
Address
33 BLAIR PARK ROADSUITE 203
WILLISTON, VT 05495
United States
Phone: 802-878-2731