Copeland Wealth Management, LLC

Copeland Wealth Management, LLC (CRD# 152781) is a financial advisory firm headquartered in Clarksville, TN. They manage $43,370,639 in 198 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Copeland Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Robert W. Copeland
CRD#: 4132630
124 Franklin Street, Clarksville, TN 37040

Robert Copeland (CRD# 4132630) is an Investment Advisor Representative working at Copeland Wealth Management, LLC in Clarksville, TN and has over 22 years of experience in the finance industry.

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