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).
Total Assets Under Management6MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$124,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.
Gregory Schmitz (CRD# 5126832) is an Investment Advisor Representative working at Copiam Wealth Management, LLC in The Colony, TX and has over 11 years of experience in the finance industry.