COPIA WEALTH MANAGEMENT

RIASEC RegisteredEst. 2024
Total AUM
$158M
Discretionary
$152M
97% of AUM
Avg account
$185K
Accounts
850
Employees
4
Advisory reps
4

Firm details

Headquarters
BEND, Oregon
CRD number
281873
Registered since
November 21, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI61.08%
  • Individuals36.88%
  • Pension & Profit Sharing Plans2.04%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Copia Wealth Management is an independent, LLC-structured registered investment adviser focused on fee-based portfolio management for individuals and families, including small-business owners. The firm charges a percentage-of-assets fee and primarily delivers discretionary investment management. Copia does not present itself as an ESG investor, and its filings indicate it is not a multi-state adviser or pension consultant. The firm lists an industry affiliation with accounting professionals, suggesting an emphasis on coordination with tax and accounting advisers as part of client service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Non-Exchange Traded Equities 5%, Cash & Cash Equivalents 4%, US Government Bonds 1%90%
  • Exchange Traded Equities90%
  • Non-Exchange Traded Equities5%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%

Contacts

3 of 4
  • GEORGE MENDAZONA

    Relationship SpecialistCRD 7874721

  • Louis Bennett

    Fiduciary AdvisorCRD 6609914

  • AARON BOEHM

    President, Fiduciary AdvisorCRD 3232128

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 331

Active vs passive

$161M in ETFs

Passive

74%

$119M

Active

19%

$42.1M

ETFProviderStyleCategoryValueShares% of portfolio
STRIVE ENHANCED INCOME SHORT MATURITY ETF (BUXX)StriveActiveUltrashort Bond$9.6M475,5685.97%

Location

Primary office

BEND, OR

DESCHUTES

Location

BEND, OR

Headquartered in BEND, OR, anchoring the Bend-Prineville, OR metro in the West.

Metro area
Bend-Prineville, OR
Region
West
County
DESCHUTES
Address
572 SW Bluff Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth