Copia Wealth Management provides portfolio management for individuals and small businesses.
Copia Wealth Management reports 288 clients. They include 231 individual clients and 57 high-net-worth individuals. Of its assets, 96.8% ($152M across 791 accounts) are managed with discretion; $5.06M across 59 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 37% |
| High-net-worth individuals | 20% | 61% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 231 | $58.1M | 36.9% | $251K |
| High-net-worth individuals | 57 | $96.2M | 61.1% | $1.69M |
| Pension and profit-sharing plans | Fewer than 5 | $3.21M | 2.0% | — |
| Total | 288 | $158M | 100% | — |
- Clients
- 231
- Regulatory AUM
- $58.1M
- AUM share
- 36.9%
- Avg. per client
- $251K
- Clients
- 57
- Regulatory AUM
- $96.2M
- AUM share
- 61.1%
- Avg. per client
- $1.69M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.21M
- AUM share
- 2.0%
- Avg. per client
- —
Total
- Clients
- 288
- Regulatory AUM
- $158M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Copia Wealth Management charges 0.75%–1.75% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Fee details and sources
Aaron Boehm owns 50% to 75% of Copia Wealth Management. The leadership team of Copia Wealth Management includes President Aaron Boehm and Chief Compliance Officer Geoffrey Gruetzmacher. It has 4 employees, 3 of them in advisory roles.
Leadership
Aaron BoehmManaging Member/President
Geoffrey GruetzmacherMember/Chief Compliance Officer
Louis BennettManaging Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Copia Wealth Management, LLC
Aaron Boehm
Control person · since January 2022
- Owns 25% to 50% of Copia Wealth Management, LLC
Louis Bennett
Control person · since January 2020
- Owns 10% to 25% of Copia Wealth Management, LLC
Geoffrey Gruetzmacher
Control person · since January 2024
Copia Wealth Management’s regulatory assets grew from $123M (May 2025) to $158M (February 2026); clients rose from 263 to 288 and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $158M | 288 | 4 | 1 |
| May 2025 | $123M | 263 | 5 | 1 |
Besides its headquarters, Copia Wealth Management has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 572 SW Bluff Drive #100, BendHQ
Contact and registration details
- Legal name
- Copia Wealth Management, LLC
- Headquarters
- 572 SW Bluff Drive #100, Bend, OR 97702
- Website
- copiawealthmanagement.com
- Phone
- 541-647-2545
- @copia-wealth-management
- SEC file
- 801-131499
- Structure
- Oregon LLC
- Fiscal year end
- December
Copia Wealth Management uses Charles Schwab ($147M) as custodian for its separately managed accounts. Copia Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $147M100%
At year end, Copia Wealth Management’s separately managed accounts were mostly in stocks (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $166M across 570 positions; the largest are Strive Enhanced Income Short Maturity ETF (6.3%), Eldridge Aaa Clo ETF (4.5%) and Vanguard Russell 2000 ETF (3.5%).
What the accounts hold
- Stocks95%
- Exchange-traded equities90%
- Non-exchange-traded equities5%
- Bonds1%
- Cash4%
Reported 13F holdings
- $166M
- Reported 13F value
- 570
- Positions
- 33.6%
- In the 10 largest
- +14.4%
- Value vs. prior quarter
- Strive Enhanced Income Short Maturity ETFETF6.3%
- Eldridge Aaa Clo ETFETF4.5%
- Vanguard Russell 2000 ETFETF3.5%
- State Street SPDR Portfolio S&P 500 ETFETF3.4%
- iShares MSCI Emerging Markets EX China ETFETF3.2%
- Eldridge Bbb-b Clo ETFETF3.0%
- iShares 0-5 Year Tips Bond ETFETF2.8%
- SPDR Gold SharesETF2.7%
- F/m US Treasury 3 Month Bill FundETF2.2%
- State Street SPDR S&P 600 Small Cap Growth ETFETF2.2%
Together, the ten largest are 33.6% of reported value.
How many clients does Copia Wealth Management have?
Copia Wealth Management has 288 clients and manages $158 million for them, as of February 2026. They include 231 individual clients and 57 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 February 2026
What services does Copia Wealth Management offer?
Copia Wealth Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Copia Wealth Management charge?
Copia Wealth Management charges 0.75%–1.75% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: COPIA WEALTH MANAGEMENT ADV BROCHURE, filed 4 February 2026
Which custodians does Copia Wealth Management use?
Copia Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $147M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 February 2026
How many financial advisors does Copia Wealth Management have?
Copia Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Copia Wealth Management invest in?
At the end of its last fiscal year, Copia Wealth Management’s separately managed accounts held 90% exchange-traded equities, 5% non-exchange-traded equities, 4% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Copia Wealth Management?
Copia Wealth Management’s direct owners are Louis Bennett (25% to 50%), Aaron Boehm (50% to 75%) and Geoffrey Gruetzmacher (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 February 2026
How does Copia Wealth Management get paid?
Copia Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Copia Wealth Management?
Copia Wealth Management’s main office is at 572 SW Bluff Drive #100, Bend, OR 97702. Its phone number is 541-647-2545. Its website is copiawealthmanagement.com.