COOPER NORMAN WEALTH, LLC

Overview

Cooper Norman Wealth, LLC is organized as a limited liability company and appears to operate as a domestically owned advisory business. The firm describes itself as a capital allocator and provides a mix of planning and discretionary services: financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, pension consulting, and the selection of third‑party advisers. Its billing arrangements include percentage‑of‑AUM engagements as well as hourly and fixed‑fee work, which suggests it serves both ongoing wealth‑managed relationships and project or advisory engagements. The firm does not position itself as an ESG‑focused investor, and regulatory filings indicate it is not registered as a multi‑state adviser. Cooper Norman Wealth also lists an industry affiliation with accounting professionals, which may reflect an integrated service model linking tax/accounting resources with investment advice.

Investments & Alternatives