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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Copperwynd Financial LLC
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| CRD # | 143442 |
| SEC # | 801-67763 |
| CIK # | 0001687832 |
| AUM | $720.1 M (2025-03-07) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 480-348-2100 |
| Address | 14256 N Northsight Blvd Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Glacier Bancorp Inc | 17.5 | ||
| Apple Inc | 12.7 | ||
| Tesla Motors Inc | 6.5 | ||
| Facebook Inc | 6.2 | ||
| Broadcom Inc | 5.9 | ||
| Microsoft Corp | 5.4 | ||
| Netflix Inc | 5.2 | ||
| General Electric Co | 4.5 | ||
| Philip Morris International Inc | 3.9 | ||
| Wal Mart Stores Inc | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 395 | 161.2 |
| (b) Individuals (high net worth individuals) | 199 | 558.9 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,150 | 720.1 |
| By Discretionary | ||
| Discretionary | 2,150 | 720.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,150 | 720.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 720.1 | |
| Total | 2,150 | 720.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001687832] |
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TX | 0.7 |
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MI | 0.7 |
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0.7 | |
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IL | 0.7 |
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Premier Financial Group Inc
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CA | 0.7 |
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Compton Wealth Advisory Group LLC
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UT | 0.7 |
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Montz Harcus Wealth Management LLC
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LA | 0.7 |
|
Hartford Financial Management Inc
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CT | 0.7 |
|
Carolina Wealth Management Inc
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NC | 0.7 |