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, 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
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%
Contacts
3 of 4GEORGE MENDAZONA
Relationship SpecialistCRD 7874721
Louis Bennett
Fiduciary AdvisorCRD 6609914
AARON BOEHM
President, Fiduciary AdvisorCRD 3232128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 331Active vs passive
$161M in ETFs
74%
$119M
19%
$42.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STRIVE ENHANCED INCOME SHORT MATURITY ETF (BUXX) | Strive | Active | Ultrashort Bond | $9.6M | 475,568 | 5.97% |
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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