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 8 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 33 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 25 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 17 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.