Copia Wealth Management, OR — Investment Adviser | BuildTrust

Active

COPIA WEALTH MANAGEMENT

Investment AdviceBEND, OR

Assets Under Management

$122.8M

Total AUM

Donut chart: Discretionary 119.2M, Non-Discretionary 3.6M
Category	Value
Discretionary	119.2M
Non-Discretionary	3.6M

Adviser Information

Field	Value
CRD Number	281873
SEC Number	801-131499
Street Address	572 SW BLUFF DRIVE #100
Location	BEND, OR 97702
Country	United States
Phone	541-647-2545
Total Employees	5

Client Count by Type (263 Total)

Horizontal bar chart: Individuals (other than H… 210, High Net Worth Individual… 50, Pension/Profit Sharing Pl… 3
Category	Value
Individuals (other than H…	210
High Net Worth Individual…	50
Pension/Profit Sharing Pl…	3