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| Keyboard |
| Copperwood Financial Inc
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|---|---|
| CRD # | 310859 |
| SEC # | 801-134875 |
| CIK # | |
| AUM | 119.6 M (2026-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 630-581-8998 |
| Address | 745 Mcclintock Dr Burr Ridge, IL 60527 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 59.2 |
| (b) Individuals (high net worth individuals) | 46 | 58.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (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 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 795 | 119.6 |
| By Discretionary | ||
| Discretionary | 793 | 119.3 |
| Non-Discretionary | 2 | 0.3 |
| Total | 795 | 119.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.6 | |
| Total | 795 | 119.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Glazer Capital Management LLC
✚
|
TX | 120.1 M |
|
Pinetree Advisors Corp
✚
|
FL | 120.0 M |
|
K2 Wealth Management LLC
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|
IL | 120.0 M |
|
Goldman Wealth Management & Associates LLC
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CA | 120.0 M |
|
Solid Point Wealth Advisors LLC
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|
119.7 M | |
|
Chestnut Street Investment Counsel LLC
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|
PA | 119.5 M |
|
Engage Wealth Group LLC
✚
|
IL | 119.5 M |
|
Integrated Planning & Wealth Management LLC
✚
|
119.4 M | |
|
Virtus Wealth Management LLC
✚
|
MO | 119.4 M |
|
CMC Financial Group LLC
✚
|
GA | 119.3 M |