Fee-only adviser · Bend, OR
Copia Wealth Management
Copia Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bend, Oregon. On its latest Form ADV, filed February 4, 2026, it reports $158M in regulatory assets under management, 288 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 281873 · SEC file 801-131499 |
| Office | 572 SW Bluff Drive #100 Bend, OR 97702 |
| Phone | (541) 647-2545 |
| Website | www.copiawealthmanagement.com |
| Regulatory assets under management | $158M ($152M discretionary) |
| Individual clients | 231 non-high-net-worth, 57 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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Nearby
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