# COPPERWYND FINANCIAL, LLC

COPPERWYND FINANCIAL, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 143442
- Type: SEC-registered investment adviser
- SEC file number: 801-67763
- Location: 14256 N. NORTHSIGHT BLVD., STE B-115, SCOTTSDALE, AZ, 85260
- Phone: 480-348-2100
- Latest filing: 2025-03-07
- Regulatory AUM: $720.1M
- Discretionary AUM: $720.1M
- Clients: 11
- Accounts: 2,150

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Meyer Alan | MANAGING MEMBER | West Bloomfield, MI |
| David Blane Daughtrey | MANAGING MEMBER | — |
| Erick Scot Newton | MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Jacob O Eggett | MEMBER | — |
| DAUGHTREY DAVID BLANE | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| ELLEY LYNDA KRANTZ | MANAGING MEMBER | — |
| NEWTON ERICK SCOT | CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| EGGETT JACOB O | MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SOUTH JORDAN | UT | 2 | (480) 348-2100 |
| SOUTH JORDAN | UT | 2 | (480) 348-2100 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143442/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143442/similar
- Related entities: https://search.stillhousedata.com/firm/143442/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143442

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.