Copperwynd Financial LLC

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Assets, Funds, Holdings

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Copperwynd Financial LLC
CRD #143442
SEC #801-67763
CIK #0001687832
AUM $530.6 MM (2024-06-13)
Employees 9 (56% Investors, 0% Brokers)
Phone480-348-2100
Address14256 N Northsight Blvd
Scottsdale, AZ 85260
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012002007201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GBCI 5,297.8 18.2
AAPL 2,382,844.0 9.2
NVDA 399,550.0 4.6
META 434,852.0 3.4
MSFT 1,918,222.4 3.3
LLY 301,789.7 3.2
ARCC 8,938.4 2.8
GLDM 2.5
GE 72,511.8 2.5
ORLY 41,441.2 2.3
View All
Holdings by Sector ($MM)
3502802101407002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 188 426.2
(b) Individuals (high net worth individuals) 318 103.1
(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 9 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 0.4
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.8
(n) Other 0 0.0
Total 1,938 530.6
By Discretionary
Discretionary 1,938 530.6
Non-Discretionary 0 0.0
Total 1,938 530.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 530.6
Total 1,938 530.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001687832]
Comparable Firms State AUM ($BB)
Dale K Ehrhart Inc
FL 0.5
First Kentucky Securities Corporation
KY 0.5
Dahring Cusmano LLC
MI 0.5
Horan Capital Advisors LLC
OH 0.5
CL Wealth Management LLC
IL 0.5
New England Capital Financial Advisors LLC
CT 0.5
WBI Investments LLC
NJ 0.5
Materetsky Financial Group Inc
FL 0.5
CornerStone Planning Group Inc
NJ 0.5
The Jentner Corporation
OH 0.5
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