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COPPER LEAF FINANCIAL, LLC

WILLISTON, VT · CRD 285378 · IAPD ↗ · 802-878-2731

$219.6MRegulatory AUM
4Advisory reps
4Employees
10Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — COPPER LEAF FINANCIAL, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2024 — COPPER LEAF FINANCIAL, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
February 2024 — COPPER LEAF FINANCIAL, LLC reported RAUM up 27% ($149.0M -> $189.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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