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
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 - 1 of 1 top financial advisors.
1
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 26 years of experience in the finance industry.

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