Copiam Wealth Management, LLC

Overview

Copiam Wealth Management, LLC is an independent registered investment adviser operating as an LLC and serving individual and family clients. The firm manages client relationships primarily on a discretionary basis and combines portfolio management with financial planning, pension consulting support and educational seminars. Its advisory services cover individuals and small businesses as well as business or institutional portfolio management. Investment activity centers on pooled public funds — mutual funds and similar vehicles — which form the bulk of client portfolios. The firm does not position itself as a capital allocator or as an ESG-focused manager. Copiam charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements, and it works with clients who need ongoing discretionary management as well as project-based planning and consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices