# COPPER BEECH WEALTH MANAGEMENT

COPPER BEECH WEALTH MANAGEMENT of MANSFIELD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 321059
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321059/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321059/similar
- Related entities: https://search.stillhousedata.com/firm/321059/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321059

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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.