Copia Wealth Management
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
FINTRXOverview
Copia Wealth Management is an independent, SEC-registered registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individuals and families, charging fees as a percentage of assets under management and providing portfolio management services aimed at individuals and small businesses. Copia does not position itself as a capital allocator—it relies on third-party managers for alternative exposure—and it does not present as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
1 of 1
Louis Bennett
Chief Strategist, PartnerCRD 6609914
Contacts
3 of 3
Aaron Boehm
President, Fiduciary AdvisorCRD 3232128
Geoffrey Gruetzmacher
Operations ManagerCRD 7315553
George Mendazona
Relationship SpecialistCRD 7874721
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 343Active vs passive
$184M in ETFs
74%
$136M
19%
$48.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STRIVE ENHANCED INCOME SHORT MATURITY ETF (BUXX) | Strive | Active | Ultrashort Bond | $10.5M | 517,622 | 5.68% |
Location
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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