Copper Square Private Wealth, LLC

Overview

Copper Square Private Wealth, LLC operates as a small, individual-owned advisory firm focused on fee-based financial planning and discretionary portfolio management. The firm lists services that span financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. It identifies itself as a capital allocator and does not position itself as an active ESG investor. Given the firm’s stated preference for equities and its custodian relationships, Copper Square structures client portfolios around exchange-traded securities and traditional pooled vehicles rather than complex, institutional-only strategies. The firm uses a mix of charging models—percentage of AUM, hourly charges and fixed fees—to serve clients, suggesting flexibility in tailoring engagements to smaller or non-standard accounts.

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Public Holdings

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Location & Offices