# Copperline Wealth Management & Planning

Copperline Wealth Management & Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 335796
- **SEC file number:** 801-132972
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335796

## About

COPPERLINE WEALTH MANAGEMENT & PLANNING is an SEC-registered investment adviser in CODY, WY, registered since 2025. The firm manages approximately $127 million in assets. It has 3 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Private Wealth

## Related profiles

- [Brucker Wealth](https://altss.com/profile/brucker-wealth)

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

Canonical page: https://altss.com/profile/copperline-wealth-management-and-planning

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