Wealth Manager
    SEC Registered
    Manages Private Funds

    Copper Leaf Financial, LLC

    Registered investment advisor · Williston, Vermont · CRD #285378

    Assets Under Management
    $220M
    Client Accounts
    552
    Employees
    4
    CRD Number
    285378
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Copper Leaf Financial, LLC

    Copper Leaf Financial, LLC is a SEC-registered investment advisory firm headquartered in Williston, Vermont, managing approximately $220M in regulatory assets across 552 client accounts. The firm's full regulatory record is filed with the SEC under CRD #285378.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Copper Leaf Financial, LLC's AUM?

    Copper Leaf Financial, LLC reports approximately $220M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Copper Leaf Financial, LLC headquartered?

    Copper Leaf Financial, LLC is headquartered in Williston, Vermont.

    What is Copper Leaf Financial, LLC's CRD number?

    Copper Leaf Financial, LLC's CRD number is 285378. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Copper Leaf Financial, LLC manage?

    Copper Leaf Financial, LLC manages approximately 552 client accounts according to its latest SEC filing.

    Is Copper Leaf Financial, LLC SEC registered?

    Yes, Copper Leaf Financial, LLC is registered with the SEC as an investment adviser with an approved registration status.

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