COPE PRIVATE WEALTH

Overview

Cope Private Wealth is an independent registered investment adviser structured as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and non-recurring fees (hourly and fixed), and it manages client relationships primarily on a discretionary basis. Its public filings show a clear preference for equity exposure delivered through exchange-traded vehicles, suggesting a core equity orientation in portfolio construction rather than heavy use of private funds or multi-manager alternative strategies. The firm is not positioned as a capital allocator and does not identify itself as an active ESG investor. Cope Private Wealth’s advisory scope is narrow and client-focused: it serves individual and family clients rather than institutional pension plans, and its activities are concentrated on financial planning and direct portfolio management. That profile — modest total AUM and a small-client headcount — points to a boutique practice that favors direct investment management with a tilt toward liquid, exchange-traded securities.

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Public Holdings

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Location & Offices