Copper Beech Wealth Management

Copper Beech Wealth Management (CRD# 151476) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $199,400,000 in 144 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $1,384,722
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.

FL, MI

Financial Advisors at Copper Beech Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
David Berry
CRD#: 2419241
33 Bloomfield Hills Parkway, Suite 100, Bloomfield Hills, MI 48304
96
Wealthminder
score

David Berry (CRD# 2419241) is an Investment Advisor Representative working at Copper Beech Wealth Management in Bloomfield Hills, MI and has over 7 years of experience in the finance industry.

2
Patrick J. Mason
CRD#: 322289
33 Bloomfield Hills Pkwy, Suite 100, Bloomfield Hills, MI 48304
96
Wealthminder
score

Patrick Mason (CRD# 322289) is an Investment Advisor Representative working at Copper Beech Wealth Management in Bloomfield Hills, MI and has over 32 years of experience in the finance industry.

3
Jason J. Demery
CRD#: 2143604
33 Bloomfield Hills Parkway, Suite 100, Bloomfield Hills, MI 48304
93
Wealthminder
score

Jason Demery (CRD# 2143604) is an Investment Advisor Representative working at Copper Beech Wealth Management in Bloomfield Hills, MI and has over 24 years of experience in the finance industry.

4
Gary D. Lannen
CRD#: 4210328
33 Bloomfield Hills Pkwy, Suite 100, Bloomfield Hills, MI 48304
93
Wealthminder
score

Gary Lannen (CRD# 4210328) is an Investment Advisor Representative working at Copper Beech Wealth Management in Bloomfield Hills, MI and has over 16 years of experience in the finance industry.

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