Copiam Wealth Management, LLC

Copiam Wealth Management, LLC (CRD# 173290) is a financial advisory firm headquartered in , . They manage $19,414,300 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://copiamwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $204,361
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
  • Educational seminars/workshops
Types of Clients
Registered States
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
Gregory Schmitz, financial advisor The Colony TX
Gregory M. Schmitz
CRD#: 5126832
The Colony, TX

Gregory Schmitz (CRD# 5126832) is an Investment Advisor Representative working at Copiam Wealth Management, LLC in The Colony, TX and has over 17 years of experience in the finance industry.

2
Jusmeet Virmani, financial advisor The Colony TX
Jusmeet Virmani
CRD#: 7012027
The Colony, TX

Jusmeet Virmani (CRD# 7012027) is an Investment Advisor Representative working at Copiam Wealth Management, LLC in The Colony, TX and has over 5 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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