Member/chief Compliance Officer · Copia Wealth Management
Geoffrey N. Gruetzmacher
CRD 7315553 · 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 Geoffrey N. Gruetzmacher on its Form ADV as Member/chief Compliance Officer, a control person.
Firms and roles
- Copia Wealth ManagementMember/chief Compliance OfficerWealth manager · Bend, OR · $158M in regulatory assets
AtlasMembers
Geoffrey’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Louis W. BennettManaging Member, Copia Wealth Management
- Aaron L. BoehmManaging Member/president, 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 Geoffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.