Wealth Manager
    SEC Registered
    Manages Private Funds

    Copperline Wealth Management & Planning

    Registered investment advisor · Cody, Wyoming · CRD #335796

    Assets Under Management
    $127M
    Client Accounts
    735
    Employees
    3
    CRD Number
    335796
    Registration
    SEC Registered

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

    About Copperline Wealth Management & Planning

    Copperline Wealth Management & Planning is a SEC-registered investment advisory firm headquartered in Cody, Wyoming, managing approximately $127M in regulatory assets across 735 client accounts. The firm's full regulatory record is filed with the SEC under CRD #335796.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Copperline Wealth Management & Planning

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    Frequently Asked Questions

    What is Copperline Wealth Management & Planning's AUM?

    Copperline Wealth Management & Planning reports approximately $127M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Copperline Wealth Management & Planning headquartered?

    Copperline Wealth Management & Planning is headquartered in Cody, Wyoming.

    What is Copperline Wealth Management & Planning's CRD number?

    Copperline Wealth Management & Planning's CRD number is 335796. 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 Copperline Wealth Management & Planning manage?

    Copperline Wealth Management & Planning manages approximately 735 client accounts according to its latest SEC filing.

    Is Copperline Wealth Management & Planning SEC registered?

    Yes, Copperline Wealth Management & Planning is registered with the SEC as an investment adviser with an approved registration status.

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