SourcingSourcing

COPIA WEALTH MANAGEMENT, LLC

C49
CRD 281873·SEC 801-131499·BEND, OR
AUM
$157.5M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$473K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COPIA WEALTH MANAGEMENT, LLC
CRD
281873
SEC file #
801-131499
EIN
—
DBA names
Copia Wealth Management

Economics

AUM
$157.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$122.8M → $157.5M▲ +28%
Client mix
Individuals Other231
Individuals High Net Worth57

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
4 advisors → 3 advisors▼ -25%
Primary office
BEND OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwabmedium confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/04/2026
ADV-W filed at
—
Website
copiawealthmanagement.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOEHM, AARON, LEE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BOEHM, AARON, LEE
Bennett, Louis, Walter
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COPIAWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2009-12-01T15:57:01Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Advanced Internet Technologies, Inc. (AIT)

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Window
Charles Schwab3
Full
Charles Schwab11
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-01T15:57:01Z
Rdap Domain Last Changed
2024-12-17T18:08:49Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
3232128
Trust Company Affiliate
No

People (4)

4
BOEHM, AARON, LEE
IAR · Direct Owner · 62.5%
3232128
Bennett, Louis, Walter
IAR · Direct Owner · 37.5%
6609914
Gruetzmacher, Geoffrey, Nyle
IAR · Direct Owner · 17.5%
7315553
GEORGE HENRY MENDAZONA
IAR
7874721