COPPERLINE WEALTH MANAGEMENT & PLANNING
CRD #335796 SEC #801-132972 CODY, WY 307-586-1880
SEC Registered
Total AUM
$118M
Discretionary
$118M
Employees
3
Clients
0
Accounts
699
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $118M | $118M | $0 | 3 | 0 |
| Aug 2025 | $0 | $0 | $0 | 3 | 0 |
| Jun 2025 | $0 | $0 | $0 | 2 | 0 |
| Jun 2025 | $0 | $0 | $0 | 2 | 0 |
| May 2025 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees3
Clients0
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0