# COPPERTREE?, LLC

COPPERTREE?, LLC of WORCESTER, MA is an SEC-registered investment adviser.

## Registration

- CRD: 175222
- Type: SEC-registered investment adviser
- SEC file number: 801-83167
- Location: ONE KELLEY SQUARE, SUITE 302, WORCESTER, MA, 01610
- Phone: (508) 719-8510
- Latest filing: 2021-06-23
- Regulatory AUM: $212.0M
- Discretionary AUM: $177.8M
- Non-discretionary AUM: $34.2M
- Clients: 4
- Accounts: 731

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| WAITKEVICH ADAM ANTHONY | MANAGING MEMBER, MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER; MANAGING PRINCIPAL, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175222/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175222/similar
- Related entities: https://search.stillhousedata.com/firm/175222/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175222

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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.