Copia Wealth Management

Copia Wealth Management (CRD# 281873) is a financial advisory firm headquartered in Bend, OR. They manage $98,989,340 in 704 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
572 Sw Bluff Drive #100, Bend, OR 97702
https://www.facebook.com/copiawealthmanagement
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    704
    ACCOUNTS
  • Average Account Value
    $140,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Copia Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Louis Bennett, financial advisor Bend OR
Louis W. Bennett
CRD#: 6609914
572 Sw Bluff Drive #100, Bend, OR 97702

Louis Bennett (CRD# 6609914) is an Investment Advisor Representative working at Copia Wealth Management in Bend, OR and has over 7 years of experience in the finance industry.

2
Benjamin Graziani, financial advisor Bend OR
Benjamin F. Graziani
CRD#: 7874773
572 Sw Bluff Drive #100, Bend, OR 97702

Benjamin Graziani (CRD# 7874773) is an Investment Advisor Representative working at Copia Wealth Management in Bend, OR and has 1 year of experience in the finance industry.

3
Geoffrey Gruetzmacher, financial advisor Bend OR
Geoffrey N. Gruetzmacher
CRD#: 7315553
572 Sw Bluff Drive #100, Bend, OR 97702

Geoffrey Gruetzmacher (CRD# 7315553) is an Investment Advisor Representative working at Copia Wealth Management in Bend, OR and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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