COPPER RIDGE WEALTH MANAGEMENT, LLC

Overview

Copper Ridge Wealth Management, LLC is a small, fee-based advisory firm that focuses on portfolio management for individual and family clients and small businesses. The firm runs a concentrated, equity-first approach: most client assets are held in exchange-traded securities and separately managed account structures. Beyond public equities, the firm allocates to private-market strategies and commodity-related opportunities to supplement income and diversification. Copper Ridge also serves as sponsor and managing member for pooled investment vehicles, indicating it can create or operate private co-investment structures in addition to advising on third-party funds. The business model centers on a handful of high-balance relationships, which supports customized portfolio construction, tax-aware trading in taxable accounts, and direct oversight of alternative investments when used. Fees are charged as a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices