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RIA / WealthAdvisor27 years in industry

AARON LEE BOEHM

Advisor at COPIA WEALTH MANAGEMENT

BEND, OR

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Search this name across graphsid dfx:ria:b48482e2-f8df-5c73-a6c6-53e73a4e37e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 20, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COPIA WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 20, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S63|S66
First exam: Aug 20, 1999
First registration: Jun 20, 2008
Dual registered: no
IAPD individual key: 3232128

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COPIA WEALTH MANAGEMENT	Independent wealth	Jan 14, 2022	n/a	yes	BEND, OR	Current employment
ARBOR POINT ADVISORS	Former SEC adviser	Nov 6, 2020	Dec 31, 2021	no	BEND, OR	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Aug 4, 2011	Nov 6, 2020	no	BEND, OR\|SEATTLE, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 13, 2009	Jul 5, 2011	no	BEND, OR\|SAN DIEGO, CA\|BEND, OR	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 20, 2008	Nov 25, 2009	no	BEND, OR\|Bend, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARBOR POINT ADVISORS	COPIA WEALTH MANAGEMENT	Dec 31, 2021	Jan 14, 2022	14	Firm change	Ibd to RIA
KMS FINANCIAL SERVICES, INC	ARBOR POINT ADVISORS	Nov 6, 2020	Nov 6, 2020	0	Channel change	Ibd to ibd
LPL FINANCIAL LLC	KMS FINANCIAL SERVICES, INC	Jul 5, 2011	Aug 4, 2011	30	Firm change	Other
CHARLES SCHWAB & CO., INC.	LPL FINANCIAL LLC	Nov 25, 2009	Nov 13, 2009	-12	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
3866:165127:WA:2020-11-06	Nov 6, 2020	Nov 6, 2020	SEATTLE, WA	Firm change

Relationships

Registered with (5)

→ COPIA WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 14, 2022 to presentfactForm ADV
→ ARBOR POINT ADVISORSRegistered adviserregistration: previous registration
Nov 6, 2020 to Dec 31, 2021factForm ADV
→ KMS FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Aug 4, 2011 to Nov 6, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 13, 2009 to Jul 5, 2011factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 20, 2008 to Nov 25, 2009factForm ADV

Dated events

No dated event names this entity yet.