COPPER BEECH WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$78.2M
Discretionary
$78.2M
100% of AUM
Avg account
$371K
Accounts
211
Employees
2
Advisory reps
2

Firm details

Headquarters
MANSFIELD, Massachusetts
CRD number
321059
Website
www.copperbeechwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI84.4%
  • Individuals15.6%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Copper Beech Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individual and family clients and offers financial planning and portfolio management services, including work with small business owners. Its billing model is mixed: percentage-of-AUM fees supplemented by hourly and fixed-fee engagements. The firm is not identified as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 63%, Exchange Traded Equities 23%, Cash & Cash Equivalents 9%, US Government Bonds 3%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%63%
  • Public Funds/Mutual Funds63%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents9%
  • US Government Bonds3%
  • State & Local Bonds1%

Contacts

2 of 2

  • ADAM WOJTKOWSKI

    Financial AdvisorCRD 4803455

  • Lucy Valandra

    Director of OperationsCRD 7689127

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MANSFIELD, MA

BRISTOL

Location

MANSFIELD, MA

Headquartered in MANSFIELD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
BRISTOL
Address
20 Cabot Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth