RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Wyoming
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 15, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCNEELY, LUCASIPARTNER/INVESTMENT ADVISER REPRESENTATIVENA Control
MCNEELY, LUCASIPARTNER/INVESTMENT ADVISER REPRESENTATIVENA Control
MCNEELY, LUCASIPARTNER/INVESTMENT ADVISER REPRESENTATIVENA Control
MCNEELY, LUCASIPARTNER/INVESTMENT ADVISER REPRESENTATIVENA Control
Marks, Christopher, William ConradICHIEF COMPLIANCE OFFICERNA Control
Marks, Christopher, William ConradICHIEF COMPLIANCE OFFICERNA Control
Marks, Christopher, William ConradICHIEF COMPLIANCE OFFICERNA Control
SCHAUERMANN, SARA, MARIEIPARTNER/INVESTMENT ADVISER REPRESENTATIVENA Control
SCHAUERMANN, SARA, MARIEIPARTNER/INVESTMENT ADVISER REPRESENTATIVENA Control
SCHAUERMANN, SARA, MARIEIPARTNER/INVESTMENT ADVISER REPRESENTATIVENA Control
SCHAUERMANN, SARA, MARIEIPARTNER/INVESTMENT ADVISER REPRESENTATIVENA Control
Selby, Elaine, AnnICHIEF COMPLIANCE OFFICERNA Control
Selby, Elaine, AnnICHIEF COMPLIANCE OFFICERNA Control
SMH GROUP, LLCDEOWNERE Control
SMH GROUP, LLCDEOWNERE Control
SMH GROUP, LLCDEOWNERE Control
SMH GROUP, LLCDEOWNERE Control
SMH GROUP, LLCDEOWNERE Control

Registrations

Federal

IA
Sep 15, 2025 REGISTERED

Notice Filings (8)

CA CO FL KS MN NC NV TX

Address

1517 RUMSEY AVENUE
CODY, WY 82414
United States
Phone: 307-586-1880