Copia Wealth Management Advisors, Inc.

Overview

Copia Wealth Management Advisors, Inc. is an independent, corporation-structured registered investment adviser that serves individual and family clients and provides portfolio management for small businesses. The firm is owner-operated (individual owner) and functions as a capital allocator, meaning it places client capital with third-party managers as part of its offering. Advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. The firm also operates as an insurance broker and maintains an affiliation with insurance companies. Copia charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not position itself as an active ESG investor and appears to operate within a limited geographic footprint (not a multi-state adviser).

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