Copiam Wealth Management

COPIAM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $21 million in regulatory assets under management. The firm has 1 employee and 1...

Copiam Wealth Management

COPIAM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $21 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Multi Family Office

What services does Copiam Wealth Management offer?

Copiam Wealth Management provides investment management, financial planning, estate planning, and tax strategy services to high-net-worth individuals and families operating as a multi-family office RIA.

Is Copiam Wealth Management a single-family or multi-family office?

Public records classify Copiam as a multi-family office, meaning it serves multiple unrelated wealthy families simultaneously, distinguishing it from single-family offices that manage the wealth of one family.

Does Copiam Wealth Management invest directly in private companies?

Copiam likely allocates client capital across a range of asset classes including alternatives, but there is no public evidence it operates dedicated private equity or venture capital funds. It may facilitate co-investments selectively.

Who are the key professionals at Copiam Wealth Management?

The firm does not publicly name its principals or investment team in available sources, so the leadership remains undisclosed.

What is the location of Copiam Wealth Management?

The firm's headquarters city and state are not specified in available public records, though the entity is registered in Delaware.

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