Copiam Wealth Management, LLC

Copiam Wealth Management, LLC (CRD# 173290) is a financial advisory firm headquartered in , . They manage $6,096,806 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $124,425
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
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.

TX

Financial Advisors at Copiam Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Walter V. Nelson
CRD#: 2275929
The Colony, TX
93
Wealthminder
score

Walter Nelson (CRD# 2275929) is an Investment Advisor Representative working at Copiam Wealth Management, LLC in The Colony, TX and has over 24 years of experience in the finance industry.

2
Gregory M. Schmitz
CRD#: 5126832
The Colony, TX
93
Wealthminder
score

Gregory Schmitz (CRD# 5126832) is an Investment Advisor Representative working at Copiam Wealth Management, LLC in The Colony, TX and has over 12 years of experience in the finance industry.

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