Copperline Wealth Management & Planning

Overview

Copperline Wealth Management & Planning is an independent registered investment adviser organized as an LLC. The firm is SEC registered (registration year 2025). Its client mix includes individuals and families as well as institutional clients. Compensation arrangements reported include percentage-of-AUM fees alongside hourly and fixed-fee engagements. Service capabilities listed on filings cover financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm’s ownership is described as a combination of a domestic entity and an individual. It does not identify itself as an ESG-focused investor and is not designated as a multi-state adviser. Copperline is not reported to act as a capital allocator — its model relies on third-party investment vehicles and managers rather than operating proprietary private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices