RIA Intel›Advisers›Ohio›COPPER RIDGE WEALTH MANAGEMENT, LLC

COPPER RIDGE WEALTH MANAGEMENT, LLC

Advisory

LAKEWOOD, OH

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$2M

across 10 accounts

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

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

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IRONKOOR RETIREMENT, LLC

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SOUND ASSET MANAGEMENT, INC.

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