COPPER SQUARE PRIVATE WEALTH, LLC

COPPER SQUARE PRIVATE WEALTH, LLC is an SEC-registered investment adviser (CRD 313349). Regulatory assets under management: $81K.

Registration

• CRD: 313349
• Type: Registered investment adviser
• Phone: (480) 359-4964
• Latest filing: 2026-03-23
• Regulatory AUM: $81K
• Discretionary AUM: $81K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313349 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search