RIA Intel›Advisers›Texas›COPIAM WEALTH MANAGEMENT, LLC

COPIAM WEALTH MANAGEMENT, LLC

Advisory

TX

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in TX
#2,119
of 2,813 advisers by AUM
Average account
$237K
across 89 accounts
AUM per adviser
$21M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$21M
Discretionary %
100%
Clients
28
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$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients28
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

M.E.B. FINANCIAL GROUP, LLC
DEL RIO, TX
$21M
XENITH FINANCIAL ADVISORY SERVICES, LLC
$21M
MONTAUK ADVISORS, LLC
DALLAS, TX
$21M
-26.4% 1Y
INVESTMENTS PLUS LLC
WACO, TX
$21M
POST OAK INVESTMENT MANAGEMENT, INC
HOUSTON, TX
$21M
SHOREBREAK CAPITAL, LLC
AUSTIN, TX
$21M

Get the full picture on COPIAM WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track COPIAM WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans