COPIA WEALTH MANAGEMENT ADVISORS, INC.

COPIA WEALTH MANAGEMENT ADVISORS, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 288286). Regulatory assets under management: $19.7M.

Registration

• CRD: 288286
• Type: Registered investment adviser
• Location: 2333 CAMINO DEL RIO SOUTH,, SAN DIEGO, CA, 92108
• Phone: 619-640-2622
• Latest filing: 2026-03-06
• Regulatory AUM: $19.7M
• Discretionary AUM: $19.7M
• Clients: 4
• Accounts: 150

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288286 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search