COPPER BEECH WEALTH MANAGEMENT

COPPER BEECH WEALTH MANAGEMENT of MANSFIELD, MA is an SEC-registered investment adviser (CRD 321059). Regulatory assets under management: $78.2M.

Registration

• CRD: 321059
• Type: Registered investment adviser
• Location: 20 CABOT BLVD., MANSFIELD, MA, 02048
• Phone: (508) 290-0550
• Latest filing: 2026-02-13
• Regulatory AUM: $78.2M
• Discretionary AUM: $78.2M
• Clients: 2
• Accounts: 211

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321059 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search