Coppertree®, LLC

Coppertree®, LLC (CRD# 175222) is a financial advisory firm headquartered in Westborough, MA. They manage $169,020,836 in 668 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    668
    ACCOUNTS
  • Average Account Value
    $253,025
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
  • Selection of other advisers (including private fund managers)
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, MA, NH, TX, VT

Financial Advisors at Coppertree®, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Adam A. Waitkevich
CRD#: 4735172
80 Flanders Road, Suite 302, Westborough, MA 01581
93
Wealthminder
score

Adam Waitkevich (CRD# 4735172) is an Investment Advisor Representative working at Coppertree®, LLC in Westborough, MA and has over 14 years of experience in the finance industry.

2
John F. Wilson
CRD#: 2685798
80 Flanders Road, Suite 302, Westborough, MA 01581
93
Wealthminder
score

John Wilson (CRD# 2685798) is an Investment Advisor Representative working at Coppertree®, LLC in Westborough, MA and has over 22 years of experience in the finance industry.

3
Edward J. Zywien
CRD#: 1081139
80 Flanders Road, Suite 302, Westborough, MA 01581
73
Wealthminder
score

Edward Zywien (CRD# 1081139) is an Investment Advisor Representative working at Coppertree®, LLC in Westborough, MA and has over 35 years of experience in the finance industry.

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