Updated:
Copper Ridge Wealth Management
Copper Ridge Wealth Management is a registered investment advisor. Its AUM and principals are undisclosed, and it operates as an RIA serving families.
Copper Ridge Wealth Management
COPPER RIDGE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in LAKEWOOD, OH. The firm manages approximately $15 million in regulatory assets. It is based in LAKEWOOD, OH.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
What is Copper Ridge Wealth Management?
Copper Ridge Wealth Management is a multi family office tracked on Altss.
What is Copper Ridge Wealth Management's assets under management?
Copper Ridge Wealth Management reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Copper Ridge Wealth Management?
Altss maintains an OSINT-verified profile of Copper Ridge Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Copper Ridge Wealth Management?
Copper Ridge Wealth Management is classified by Altss as a Multi Family Office.
How does Altss source intelligence on Copper Ridge Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Copper Ridge Wealth Management's Altss profile last updated?
Copper Ridge Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: