# Copeland Wealth Management

Copeland Wealth Management is a Bank / Wealth / Trust based in Clarksville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Clarksville, United States
- **Region:** North America
- **Address:** Clarksville, TN, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** copelandwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/copeland-wealth-management-llc

## Regulatory record

- **CRD number:** 152781
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152781

## About

Copeland Wealth Management was established in 2010 as a registered investment advisor. The firm delivers investment supervisory services, financial planning, and related offerings to individuals, high-net-worth individuals, and institutions. No additional offices, team size, or recent operational events from the last 24 months appear in available sources. No structural differentiators beyond standard RIA operations are documented.

## Questions

### Who runs investment decisions at Copeland Wealth Management?

No named principals or investment committee members are disclosed in public sources.

### Does Copeland Wealth Management participate in fund commitments or only direct deals?

Public information does not specify allocation methods or vehicle preferences.

## Related profiles

- [Coparion](https://altss.com/profile/coparion)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/copeland-wealth-management

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