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COPPERWOOD FINANCIAL

BURR RIDGE, IL · CRD 310859 · IAPD ↗ · 630-581-8998

$119.6MRegulatory AUM
3Advisory reps
3Employees
2Clients
101-250Planning clients
0Private funds
8States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — COPPERWOOD FINANCIAL (BURR RIDGE, IL) is newly SEC-registered with $108.4M RAUM and 3 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.