COPIA Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
COPIA Wealth Management, LLC is a registered investment adviser that serves individual clients — including both high-net-worth and non-high-net-worth households — as well as plan participants, pension/profit-sharing plans, and small businesses. The firm offers discretionary and non-discretionary portfolio management, typically paired with financial planning, and provides participant account management services for held-away retirement accounts.
COPIA’s investment process is suitability-driven, gathering detailed client information (age, income, net worth, tax status, investment experience, liquidity needs, time horizon, and risk tolerance) to implement diversified, ETF-focused model portfolios across a range of risk profiles. Where authorized, the firm manages accounts on a discretionary basis, conducts periodic reviews (at least annually), and uses a third-party platform (Pontera) to review and rebalance connected participant accounts without taking custody.
A notable characteristic of COPIA is its common-ownership affiliation with Copia Accounting, which provides tax-preparation and filing services and may be recommended to clients; the brochure discloses this reciprocal referral arrangement as a potential conflict of interest, while noting clients are not required to use either firm. The firm also routinely directs clients to Charles Schwab for custody and execution and may combine household accounts to establish fee breakpoints, practices that can influence execution choices and fee outcomes compared with some peers.
Client services
Expertise
Fee options
$0 - $349,999: 1.75% $350,000 - $749,999: 1.50% $750,000 - $1,499,999: 1.25% $1,500,000 - $3,999,999: 1.00% $4,000,000 - $9,999,999: 0.85% $10,000,000+: 0.75%
Account minimum: No minimum account size required to open and maintain an advisory account; however, there is a required minimum annual fee of $250 to maintain an advisory account, which may be waived or reduced at the firm's discretion. Minimum fee: Minimum annual fee of $250 to maintain an advisory account, may be waived or reduced at discretion.
Main office
572 SW Bluff Drive #100
Bend OR 97702
Advisors at this office
4
Most active in
Arizona · California · Oregon · Texas · Washington
Also doing business as
Copia Wealth Management · Copia Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Aaron B
Series 63, Series 66
Bend, OR
COPIA Wealth Management
Aaron Boehm is a financial advisor with COPIA Wealth Management in Bend, Oregon, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Arbor Point Advisors, Securities America, KMS Financial Services, LPL Financial, and Charles Schwab. Outside of his advisory work, he serves as a high school baseball coach for the Bend LaPine school district and is a licensed real estate agent in Oregon. COPIA Wealth Management serves individual clients, plan participants, pension and profit-sharing plans, and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a suitability-driven investment approach focused on diversified, ETF-based model portfolios tailored to a range of risk profiles.
George M
Series 65
Bend, OR
COPIA Wealth Management
George Mendazona is a financial advisor at COPIA Wealth Management in Bend, OR, holding a Series 65 credential. He has three years of industry experience, including prior work at Boss Sports Performance and a background in higher education at Lubbock Christian University and Oregon State University. COPIA Wealth Management serves individual clients and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a suitability-driven, ETF-focused investment approach and provides participant account management for held-away retirement accounts.
Geoffrey G
Series 65
Bend, OR
COPIA Wealth Management
Geoffrey Gruetzmacher is a financial advisor at COPIA Wealth Management with four years of industry experience. He holds the Series 65 designation and previously worked for the City of Kennewick for 17 years before joining COPIA in 2021. COPIA Wealth Management serves individual clients, retirement plan participants, and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a suitability-driven investment process focused on diversified, ETF-based model portfolios tailored to various risk profiles.
Louis B
Series 66
Bend, OR
COPIA Wealth Management
Louis Bennett is a financial advisor at COPIA Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked at COPIA Wealth Management since 2016, including prior roles at KMS Financial Services, Arbor Point Advisors, and Securities America. Outside of advising, he serves as the Head Boys Golf Coach at Bend Senior High School. COPIA Wealth Management serves individual clients, plan participants, pension/profit-sharing plans, and small businesses, offering discretionary and non-discretionary portfolio management combined with financial planning services. The firm uses a suitability-driven approach to implement diversified, ETF-focused model portfolios across various risk profiles.
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