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COPIA WEALTH MANAGEMENT

BEND, OR · CRD 281873 · IAPD ↗ · copiawealthmanagement.com · 541-647-2545

$157.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
5States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — COPIA WEALTH MANAGEMENT reported RAUM up 28% ($122.8M -> $157.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
June 2025 — COPIA WEALTH MANAGEMENT notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2024 — COPIA WEALTH MANAGEMENT (BEND, OR) is newly SEC-registered with $119.6M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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