Managing Member/president · Copia Wealth Management
Aaron L. Boehm
CRD 3232128 · Named on Form ADV at one SEC-registered adviser
At a glance
Copia Wealth Management, an SEC-registered wealth manager based in Bend, OR with $158 million in regulatory assets, lists Aaron L. Boehm on its Form ADV as Managing Member/president, a control person.
Firms and roles
- Copia Wealth ManagementManaging Member/presidentWealth manager · Bend, OR · $158M in regulatory assets
AtlasMembers
Aaron’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Louis W. BennettManaging Member, Copia Wealth Management
- Geoffrey N. GruetzmacherMember/chief Compliance Officer, Copia Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aaron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.