COPIA Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$157,517,828
Total clients
288
20% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
72
Average account size
$546,937
About
COPIA Wealth Management, LLC is a registered investment adviser that serves individual clients — including both high-net-worth and non-high-net-worth households — as well as plan participants, pension/profit-sharing plans, and small businesses. The firm offers discretionary and non-discretionary portfolio management, typically paired with financial planning, and provides participant account management services for held-away retirement accounts.
COPIA’s investment process is suitability-driven, gathering detailed client information (age, income, net worth, tax status, investment experience, liquidity needs, time horizon, and risk tolerance) to implement diversified, ETF-focused model portfolios across a range of risk profiles. Where authorized, the firm manages accounts on a discretionary basis, conducts periodic reviews (at least annually), and uses a third-party platform (Pontera) to review and rebalance connected participant accounts without taking custody.
A notable characteristic of COPIA is its common-ownership affiliation with Copia Accounting, which provides tax-preparation and filing services and may be recommended to clients; the brochure discloses this reciprocal referral arrangement as a potential conflict of interest, while noting clients are not required to use either firm. The firm also routinely directs clients to Charles Schwab for custody and execution and may combine household accounts to establish fee breakpoints, practices that can influence execution choices and fee outcomes compared with some peers.
Client services
Expertise
Fee options
$0 - $349,999: 1.75% $350,000 - $749,999: 1.50% $750,000 - $1,499,999: 1.25% $1,500,000 - $3,999,999: 1.00% $4,000,000 - $9,999,999: 0.85% $10,000,000+: 0.75%
Account minimum: No minimum account size required to open and maintain an advisory account; however, there is a required minimum annual fee of $250 to maintain an advisory account, which may be waived or reduced at the firm's discretion. Minimum fee: Minimum annual fee of $250 to maintain an advisory account, may be waived or reduced at discretion.
Main office location
COPIA Wealth Management
572 Sw Bluff Drive #100
Bend OR 97702, United States
Number of offices
1
Most active in
Arizona · California · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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