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| Copperline Wealth Management & Planning
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|---|---|
| CRD # | 335796 |
| SEC # | 801-132972 |
| CIK # | |
| AUM | 126.6 M (2026-03-29) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Fees | |
| Minimum | |
| Phone | 307-586-1880 |
| Address | 1517 Rumsey Avenue Cody, WY 82414 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 308 | 27.9 |
| (b) Individuals (high net worth individuals) | 122 | 96.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.8 |
| (h) Charitable organizations | 5 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 735 | 126.6 |
| By Discretionary | ||
| Discretionary | 735 | 126.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 735 | 126.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.6 | |
| Total | 735 | 126.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ADVR Inc
✚
|
SC | 126.8 M |
|
Shadowridge Asset Management LLC
✚
|
TX | 126.7 M |
|
Hickory Wealth Management LLC
✚
|
MO | 126.5 M |
|
RIA Wealth Advisors LLC
✚
|
TX | 126.5 M |
|
Fortitude Private Wealth Inc
✚
|
IN | 126.5 M |
|
AISA Financial Planning Ltd
✚
|
126.5 M | |
|
Goldfarb Financial Management LLC
✚
|
126.4 M | |
|
Premier Private Wealth Management LLC
✚
|
FL | 126.3 M |
|
BCM Capital Management LLC
✚
|
IL | 126.3 M |
|
Trinity Investment Management LLC
✚
|
TX | 126.2 M |