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Copia Wealth Management Advisors, Inc.

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Client assets under management

$19,741,429

Clients

86

2% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

29

Low

Average account size

$229,552

About

Copia Wealth Management Advisors, Inc. provides discretionary investment management and financial planning to individuals, businesses, family trusts and not‑for‑profit organizations, and offers advisory services on alternative private investments for accredited investors. The firm typically implements client mandates by selecting and monitoring third‑party asset managers (sub‑advisors and TAMPs) and prepares individualized financial action plans based on client meetings and questionnaires.

Clients grant the firm discretion to hire, replace and allocate among sub‑advisors, and the firm evaluates managers on factors such as management style, fees, reputation, performance and senior management experience while monitoring for changes in client objectives. Financial planning services address topics including cash and money management, tax and estate planning, insurance assessment, and ongoing due diligence and monitoring for private placements.

The brochure discloses that the firm’s principal also acts as an independent insurance agent through an affiliated insurance entity and receives separate commissions for insurance and annuity sales, a disclosed conflict the firm says it manages. With roughly $19.7 million in discretionary AUM and three advisors, the firm’s use of a paid lead‑generation/marketing service that promotes the firm’s materials (a form of paid endorsement) together with its affiliated insurance activities distinguishes it from many peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

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Fee options

Fixed

Financial planning fixed fees between $4,500 and $20,000 (negotiable)

Percentage

$0+: Up to 1.00% (CWMA management fee only, may be negotiable) $0+: Up to 1.75% combined fee with Financial & Tax Architects, Inc. (CWMA up to 1.00% + 0.75%) $0+: Up to 1.25% combined fee with The Pacific Financial Group (SBDA accounts) (CWMA up to 0.75% + 0.50%) $0 - $500,000: Up to 2.00% combined fee with The Pacific Financial Group (Separately Managed Accounts) (CWMA up to 1.00% + 1.00%) $500,001 - $3,000,000: Up to 1.50% combined fee with The Pacific Financial Group (Separately Managed Accounts) (CWMA up to 0.75% + 0.75%) $0+: Up to 1.7% combined fee with Simplicity Wealth, LLC (CWMA up to 1.00% + 0.5–0.7%) $0+: Up to 1.00% for alternative investments (CWMA management fee only, may be negotiable)

Project-based

$450 per hour for financial planning (negotiable)

Other

Fee-only: Financial planning fixed fees between $4,500 and $20,000; hourly fees $450 per hour (both negotiable)

Main office location

Copia Wealth Management Advisors, Inc.

2333 Camino Del Rio South,, Suite 240

San Diego CA 92108, United States

Number of offices

3

Most active in

More info

California · Florida · Louisiana · Texas · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 619-640-2622

Advisors at this firm

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user avatar

Elisabeth D

Series 63, Series 65

San Diego, CA

Copia Wealth Management Advisors, Inc.

Elisabeth Dawson Scherbaum is a financial advisor at Copia Wealth Management Advisors, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Copia Wealth Management Advisors since 2017, following a brief tenure at Regal Investment Advisors, LLC. She is also president and CEO of Dawson Insurance and Financial Services, Inc., where she provides consulting and coaching services and manages fixed life insurance and annuity sales. Copia Wealth Management Advisors, Inc. offers discretionary portfolio management and financial planning primarily for individual clients, utilizing a range of third-party managers and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Wealth management
user avatar

Katherine S

Series 65

Wisconsin, WI

Copia Wealth Management Advisors, Inc.

Katherine Steck is a financial advisor with Copia Wealth Management Advisors, Inc. in Wisconsin, holding a Series 65 license and six years of industry experience. She has worked at Copia Wealth Management Advisors since 2020 and has been involved with Dawson Insurance & Financial Services, doing business as Copia Wealth Management, since 2016. Outside of advisory services, she provides case management and support for an affiliated insurance company. Copia Wealth Management Advisors, Inc. offers discretionary portfolio management and financial planning primarily for individual clients. The firm allocates assets among third-party managers using a combination of fundamental, technical, and cyclical analysis and prepares individualized financial action plans with regular client reviews.

Wealth management
user avatar

Caidyn T

Series 65

San Diego, CA

Copia Wealth Management Advisors, Inc.

Caidyn Taylor is a financial advisor at Copia Wealth Management Advisors, Inc. with a Series 65 credential and one year of industry experience. Outside of advisory work, Taylor is president and owner of Taylor Made Solutions, Inc. and serves as a licensed insurance agent at an affiliated insurance firm. Copia Wealth Management Advisors, Inc. provides discretionary portfolio management and financial planning primarily for individual clients. The firm uses a combination of fundamental, technical, and cyclical analysis to allocate assets among third-party managers and prepares individualized financial action plans with regular client reviews.

Wealth management
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