WILLISTON, VTCRD 285378Latest ADV February 23, 2026
Copper Leaf Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williston, VT. Its latest Form ADV filing, dated February 23, 2026, reports $220M in regulatory assets under management, 4 employees, 1 office, and 552 accounts.
Assets Under Management
$220M
Employees
4
Offices
1 office
Total Clients
155
Primary office
WILLISTON, VT
33 BLAIR PARK ROAD, SUITE 203, WILLISTON, VT, United States
Top client segmentHNWI represent 50.3% of total clients.
Top client categories% of clientsClients
1
HNWI
50.3%
78
2
Individuals
38.1%
59
3
Charitable
11.6%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$220Mas of February 23, 2026
Discretionary100.0%
$220M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$220M
Total Accounts552
10Y AUM Change+$103M (+88.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee39:1
10Y Employee Change-2 (-33.3%)
* 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.