# Copia Wealth Management Advisors

Copia Wealth Management Advisors is a Multi Family Office based in San Diego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** Cleveland, OH, United States
- **Assets under management:** Undisclosed
- **Website:** copiawealth.com

## Regulatory record

- **CRD number:** 288286
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288286

## About

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.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## 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.

## Related profiles

- [MARK I CAPITAL MANAGEMENT LP](https://altss.com/profile/mark-i-capital-management-lp)
- [Farmer, Randolph W.](https://altss.com/profile/farmer-randolph-w)

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Last updated: 2026-07-06T01:24:14.597Z

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