COPELAND WEALTH MANAGEMENT, LLC

COPELAND WEALTH MANAGEMENT, LLC of CLARKSVILLE, TN is an SEC-registered investment adviser (CRD 152781). Regulatory assets under management: $52.3M.

Registration

• CRD: 152781
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152781 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search