Copperline Wealth Management & Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cody, WY. Its latest Form ADV filing, dated March 29, 2026, reports $127M in regulatory assets under management, 3 employees, and 735 accounts.
Top client segmentIndividuals represent 70.0% of total clients.
Top client categories% of clientsClients
1
Individuals
70.0%
308
2
HNWI
27.7%
122
3
Pension Plans
1.1%
5
4
Charitable
1.1%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of March 29, 2026
Discretionary100.0%
$127M
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$127M
Total Accounts735
10Y AUM Change+$127M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee147:1
10Y Employee Change+1 (+50.0%)
* 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.