# COPELAND WEALTH MANAGEMENT, LLC

COPELAND WEALTH MANAGEMENT, LLC of CLARKSVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 152781
- Type: SEC-registered investment adviser
- Location: 124 FRANKLIN STREET, CLARKSVILLE, TN, 37040
- Phone: 931-245-1930
- Latest filing: 2026-03-06
- Regulatory AUM: $52.3M
- Discretionary AUM: $52.3M
- Clients: 2
- Accounts: 182

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152781/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152781/similar
- Related entities: https://search.stillhousedata.com/firm/152781/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152781

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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.