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COOPER POINT ADVISORS LLC

Advisory

WA

Data as of Jan 6, 2026 · Source: SEC Form ADV

Average account
$825K
across 33 accounts
AUM per adviser
$27M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM
$27M
Discretionary %
0%
Clients
33
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$27M
Discretionary AUM$0
Non-Discretionary AUM$27M
Discretionary %0%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

PERCENSION WEALTH ADVISORS, LLC
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MCARTHUR DAVID WYNDHAM
SEQUIM, WA
$27M
+65.3% 1Y
JANIS FINANCIAL, LLC
$27M
PRISM CAPITAL MANAGEMENT, LLC
SEATTLE, WA
$28M
0.0% 1Y
WILKISON INVESTMENT SERVICES, LLC
$27M

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