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Copper Square Private Wealth
COPPER SQUARE PRIVATE WEALTH, LLC is an SEC-registered investment adviser. The firm manages approximately $81,339 in assets. It has 1 employee and 1 investment...
Copper Square Private Wealth
COPPER SQUARE PRIVATE WEALTH, LLC is an SEC-registered investment adviser. The firm manages approximately $81,339 in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Copper Square Private Wealth offer?
As a registered investment advisor, Copper Square Private Wealth likely provides financial planning, portfolio management, and wealth advisory to high-net-worth clients. The firm's RIA registration requires fiduciary duty and periodic SEC filings (per SEC public records).
Is Copper Square structured as a single-family or multi-family office?
The firm's name suggests a multi-family office model, serving multiple affluent families rather than a single wealth source. However, without public disclosures from the firm, this remains inferred from industry naming conventions.
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.
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