Aaron Boehm has been Managing Member/President of Copia Wealth Management since January 2022, is a control person of the firm and directly owns between 50% and 75% of it.
Copia Wealth Management, LLC is a Bend, OR firm with $158M under management, 288 clients and 3 advisers in one office, as of its February 2026 filing.
Aaron Boehm is President of Copia Wealth Management, based in Bend, Oregon. He advises high-net-worth families, business owners and executives, and has more than 25 years in financial services. He began his career in New York City, working on the 61st floor of the World Trade Center.
Aaron Boehm’s longest registration was 9 years at KMS Financial Services, Inc (2011–2020). Before joining Copia Wealth Management in 2022, Aaron Boehm was registered through Arbor Point Advisors and KMS Financial Services, Inc.
- Copia Wealth ManagementCurrent– present · 4 yearsBend, OR · Adviser representative · Firm CRD 281873
- Arbor Point Advisors– · 1 yearBend, OR · Adviser representative · Firm CRD 165127
- KMS Financial Services, Inc– · 9 yearsBend, OR · Adviser representative · Firm CRD 3866
- LPL Financial LLC– · 1 yearBend, OR · Adviser representative · Firm CRD 6413
- Charles Schwab & Co., Inc.– · 1 yearBend, OR · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Aaron Boehm is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from January 2022; the most recent is Texas, in February 2022.
- CaliforniaSince 14 January 2022
- OregonSince 19 January 2022
- TexasResidentSince 9 February 2022
- WashingtonSince 19 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 April 2005 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 28 October 2003 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 27 October 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 August 1999 |
| Series 31 | Futures Managed Funds Examination | 13 August 1999 |
| Series 7 | General Securities Representative Examination | 12 July 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Lee Boehm
- CRD
- 3232128
- Firm
- Copia Wealth Management · CRD 281873
- Role
- Managing Member/President
- Office
- 572 SW BLUFF DRIVE #100, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- January 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copiawealthmanagement.com
Where does Aaron Boehm work?
Aaron Boehm has been Managing Member/President of Copia Wealth Management, LLC since January 2022, and is a control person of the firm.
Is Aaron Boehm a financial advisor?
Yes. Aaron Boehm has a current investment-adviser registration in California, Oregon, Texas and Washington, through Copia Wealth Management since January 2022.
How many years of experience does Aaron Boehm have?
Aaron Boehm has 26 years in the financial industry, since January 2000, across 5 adviser firms.
What exams has Aaron Boehm passed?
Aaron Boehm has passed 6 licensing exams: the Series 7, Series 31, Series 63, Series 9, Series 10 and Series 66. The earliest, the Series 7, was passed in July 1999. FINRA credited Aaron Boehm with the SIE, which began in October 2018.
Where did Aaron Boehm work before Copia Wealth Management?
Before Copia Wealth Management, Aaron Boehm was registered through Arbor Point Advisors, November 2020 to December 2021; KMS Financial Services, Inc, August 2011 to November 2020; LPL Financial LLC, November 2009 to July 2011; Charles Schwab & Co., Inc., June 2008 to November 2009.
Where is Aaron Boehm based?
Aaron Boehm’s registered office is in Bend, OR.
Is Aaron Boehm registered with FINRA?
No. Aaron Boehm has no current broker registration.
How can I verify Aaron Boehm’s record?
Search CRD 3232128 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Boehm’s full registration record.
