Geoffrey Gruetzmacher has been Member/Chief Compliance Officer of Copia Wealth Management since January 2024, is a control person of the firm and directly owns between 10% and 25% 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.
Geoff Gruetzmacher is Chief Compliance & Operations Officer of Copia Wealth Management, based in Bend, Oregon. He retired from the City of Kennewick, WA Fire Department in 2020 after a 17-year career in firefighting, and started with Copia in 2021. He is a licensed investment adviser representative of Copia.
- Copia Wealth ManagementCurrent– present · 4 yearsBend, OR · Adviser representative · Firm CRD 281873
Investment adviser representative registrations
Geoffrey Gruetzmacher is registered as an investment adviser representative in 2 states. The first approvals date from March 2022; the most recent is California, in October 2022.
- CaliforniaSince 11 October 2022
- OregonSince 15 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 March 2022 |
| SIE | Securities Industry Essentials Examination | 30 March 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Geoffrey Nyle Gruetzmacher
- CRD
- 7315553
- Firm
- Copia Wealth Management · CRD 281873
- Role
- Member/Chief Compliance Officer
- Office
- 572 SW BLUFF DRIVE #100, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copiawealthmanagement.com
Where does Geoffrey Gruetzmacher work?
Geoffrey Gruetzmacher has been Member/Chief Compliance Officer of Copia Wealth Management, LLC since January 2024, and is a control person of the firm.
Is Geoffrey Gruetzmacher a financial advisor?
Yes. Geoffrey Gruetzmacher has a current investment-adviser registration in California and Oregon, through Copia Wealth Management since March 2022.
How many years of experience does Geoffrey Gruetzmacher have?
Geoffrey Gruetzmacher has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Geoffrey Gruetzmacher passed?
Geoffrey Gruetzmacher has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2021.
Where is Geoffrey Gruetzmacher based?
Geoffrey Gruetzmacher’s registered office is in Bend, OR.
Is Geoffrey Gruetzmacher registered with FINRA?
No. Geoffrey Gruetzmacher has no current broker registration.
How can I verify Geoffrey Gruetzmacher’s record?
Search CRD 7315553 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Geoffrey Gruetzmacher’s full registration record.
