Copperwynd Financial LLC


Assets, Funds, Holdings

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Copperwynd Financial LLC
CRD #143442
SEC #801-67763
CIK #1687832
AUM $366.0 MM (100% Disc, 100% US, 2020-02-26)
Employees8 (50% Investors, 0% Brokers)
Address14256 N Northsight Blvd
Scottsdale, AZ 85260
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
JPST 22.4
BIL 22.4
PUB 416.3 17.7
SHY 13.5
SPY 9.9
MGK 7.2
IWB 6.5
IJH 5.1
SPSM 4.3
TPIC 741.9 3.6
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Landmark Financial Advisors LLC
KY 0.4
Wealth Advisory Group Inc
PA 0.4
Bruton Financial Advisors LLC
PA 0.4
Gradient Capital Advisors LLC
CA 0.4
Arbor Trust Wealth Advisors LLC
MI 0.4
WrapManager Inc
CA 0.4
Strategic Advisors LLC
NY 0.4
Gallatin Advisers LLC
NY 0.4
Wealth Management LLC
AZ 0.4
Sitrin Capital Management LLC
CA 0.4
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