Copia Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bend, OR. Its latest Form ADV filing, dated February 4, 2026, reports $158M in regulatory assets under management, 4 employees, and 850 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.2% of total clients.
Top client categories% of clientsClients
1
Individuals
80.2%
231
2
HNWI
19.8%
57
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of February 4, 2026
Discretionary96.8%
$152M
97% of total RAUM96.8%
Non-discretionary3.2%
$5M
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$158M
Total Accounts850
10Y AUM Change+$38M (+31.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee72:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.