# COPIA WEALTH MANAGEMENT, LLC

COPIA WEALTH MANAGEMENT, LLC of BEND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 281873
- Type: SEC-registered investment adviser
- SEC file number: 801-131499
- Location: 572 SW BLUFF DRIVE #100, BEND, OR, 97702
- Phone: 541-647-2545
- Latest filing: 2026-02-04
- Regulatory AUM: $157.5M
- Discretionary AUM: $152.5M
- Non-discretionary AUM: $5.1M
- Clients: 4
- Accounts: 850

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Louis Walter Bennett | MANAGING MEMBER | — |
| Aaron Lee Boehm | MANAGING MEMBER/PRESIDENT | — |
| Geoffrey Nyle Gruetzmacher | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Bennett Louis Walter | MANAGING MEMBER | — |
| BOEHM AARON LEE | MANAGING MEMBER/PRESIDENT | — |
| Gruetzmacher Geoffrey Nyle | MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2011-07-05 | regulatory | FROM 2000 TO 2009, MR. BOEHM WAS ASSOCIATED WITH CHARLES & CO., INC. ("SCHWAB"), A FINRA REGISTERED BROKER-DEALER. IN 2007, WHILE ASSOCIATED WITH SCHWAB, MR. BOEHM ENTERED INTO A HANDWRITTEN AGREEMENT WITH A CUSTOMER OF THE BROKER-DEALER WHILE AT THE CUSTOMER'S GARAGE SALE. MR. BOEHM AND THE CUSTOME… | Final | $5K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281873/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281873/similar
- Related entities: https://search.stillhousedata.com/firm/281873/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281873

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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.