COPELAND WEALTH MANAGEMENT, LLC

Overview

Copeland Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individual and family clients as well as business and institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fee model is flexible, including percentage-of-AUM billing along with hourly, fixed-fee, and performance-based arrangements, which supports both retail relationships and customized mandates for institutional or high-net-worth clients. Investment activity centers on listed equities and exchange-traded products. The ADV filings show a clear equity preference: exchange-traded equities represent the dominant exposure in client portfolios. Management is discretionary across the firm’s AUM, and the adviser supplements equity exposures with mutual funds and select alternative exposure to commodities. Copeland Wealth Management does not characterize itself as an active ESG investor and is not designated as a multistate adviser on the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices