COPIAM WEALTH MANAGEMENT, LLC

COPIAM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 173290). Regulatory assets under management: $21.1M.

Registration

• CRD: 173290
• Type: Registered investment adviser
• Phone: 214-725-5263
• Latest filing: 2026-03-27
• Regulatory AUM: $21.1M
• Discretionary AUM: $21.1M
• Clients: 1
• Accounts: 89

Business model

Compensation: % of AUM, Hourly, Fixed.

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 173290 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search