COPPERLINE WEALTH MANAGEMENT & PLANNING

RIASEC RegisteredEst. 2025

Total AUM

$127M

Discretionary

$127M

100% of AUM

Avg account

$172K

Accounts

735

Employees

Advisory reps

Firm details

Headquarters: CODY, Wyoming
CRD number: 335796
Registered since: June 13, 2025
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.92%
Individuals22.02%
Corporations / Businesses0.74%
Charitable Organizations0.71%
Pension & Profit Sharing Plans0.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Copperline Wealth Management & Planning is an independent, SEC-registered registered investment adviser organized as an LLC. The firm reports itself as serving both individual and family clients as well as institutional relationships, and it offers a mix of financial planning and discretionary portfolio management across personal, small-business, and institutional mandates. Its stated services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm uses a flexible fee model that can include a percentage of assets under management, hourly billing, and fixed fees. Copperline identifies as not being an active ESG investor and does not present itself as a multi-state adviser. The SEC registration year shown is 2025.