Be advised. This firm is no longer registered.

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
The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Copper Beech Wealth Management
No Advisor Found.
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