Investment adviser · CRD 151476

COPPER BEECH WEALTH MANAGEMENT

Investment adviser filing (IA)

COPPER BEECH TREE LLC

BLOOMFIELD HILLS, MI, United States · Form ADV filed Mar 22, 2017

Regulatory AUM
$95.1M
Form ADV · Item 5.F
Client accounts
318
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 22, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

33 BLOOMFIELD HILLS PARKWAY, SUITE 100
BLOOMFIELD HILLS, MI, 48304, United States

CRD 151476

Filing source

Form ADV 1094247 · Mar 22, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.