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COPPER HARBOR INVESTMENT ADVISORS, LLC

APPLETON, WI · CRD 169978 · IAPD ↗ · copperharbor.us · (920)441-0300

$805.0MRegulatory AUM
6Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
January 2025 — COPPER HARBOR INVESTMENT ADVISORS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.