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Copia Wealth Management Advisors
COPIA WEALTH MANAGEMENT ADVISORS, INC. is a state-registered investment adviser in San Diego, CA. The firm manages approximately $20 million in regulatory...
Overview
COPIA WEALTH MANAGEMENT ADVISORS, INC. is a state-registered investment adviser in San Diego, CA. The firm manages approximately $20 million in regulatory assets. It has 4 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
San Diego
Corporate office
Cleveland, OH, United States
Sector focus
Frequently asked questions
What investment stages does Copia typically target?
Copia focuses on private credit, real estate, and hedge fund strategies, targeting middle-market companies and real estate assets with stable cash flows. The firm does not publicly disclose a specific stage focus, but its known allocations suggest a preference for later-stage, cash-flow-generating opportunities rather than early-stage venture investments.
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