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COPIA WEALTH MANAGEMENT ADVISORS, INC.

Advisory

SAN DIEGO, CA

Data as of Aug 14, 2026 · Source: SEC Form ADV

Rank in CA
#4,291
of 5,480 advisers by AUM
Average account
$132K
across 150 accounts
AUM per adviser
$7M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM
$20M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients86
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, FL, LA, TX, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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