# Copper Financial

Copper Financial is a Bank / Wealth / Trust based in Lenexa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lenexa, United States
- **Region:** North America
- **Address:** Lenexa, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** cu.financial
- **LinkedIn:** https://www.linkedin.com/company/copper-financial

## Regulatory record

- **CRD number:** 168203
- **SEC file number:** 801-89168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168203

## About

Copper Financial was established in 2001 as a US-based wealth manager. The firm delivers investment advisory services that include financial planning and portfolio management. It works with individuals, corporations, institutions, high-net-worth individuals, and government entities. No additional offices, team size, or recent operational events from the last 24 months appear in available records.

## Questions

### What services does Copper Financial provide?

The firm offers investment advisory services including financial planning, portfolio management, and wealth management.

### Who are Copper Financial's clients?

Clients include individuals, corporations, institutions, high-net-worth individuals, and government entities.

## Related profiles

- [Copper Beech Financial Group](https://altss.com/profile/copper-beech-financial-group)
- [Copper Harbor Investment Advisors](https://altss.com/profile/copper-harbor-investment-advisors)

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

Canonical page: https://altss.com/profile/copper-financial

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