DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••• W••••• M•••••••••
Legal name C•••• W••••• M••••••••• L••
Latest filing Feb 4, 2026
First filing on the tape Oct 23, 2024 · 5 filings
SEC status approved since Nov 21, 2024
RAUM
$158M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
98%
$154M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$39.4M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$158M as of Feb 4, 2026
Jan 24, 2025$123M then
HNW client RAUM$96.2M as of Feb 4, 2026
Jan 24, 2025$77.1M then
State-registered IARs (5.B.3)3 as of Feb 4, 2026
Jan 24, 20254 then
Employees (5.A)4 as of Feb 4, 2026
Jan 24, 20255 then
Private funds: no history
RAUM +28% over the last fiscal yearIARs 4 to 3
Practice profile
derived from the filing of Feb 4, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $39.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 72derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $185,315derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 2.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- -25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$96.2M61%
- Individuals$58.1M37%
- Pension and profit-sharing plans$3.2M2.0%
- Individual clients
- 231reported
- HNW clients
- 57reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 850reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| L•••• W••••• B•••••• | Bend, Or | Aug 13, 2021 | 10 y | 2 |
| A•••• L•• B•••• | Bend, Or | Jan 14, 2022 | 27 y | 4 |
| G••••••• N••• G••••••••• | Bend, Or | Mar 15, 2022 | 22 y | 0 |
| G••••• H•••• M•••••••• | Bend, Or | Feb 9, 2026 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- A•••• L•• B•••• from A•••• P•••• A•••••••Jan 14, 2022 · Affiliated broker-dealer or bank to independent RIA
- L•••• W••••• B•••••• from A•••• P•••• A•••••••Aug 13, 2021 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• L••••• W••••• · Managing Membercontrolsince 01/2020 · owns 25% to 50%
- B••••• A••••• L•• · Managing Member/Presidentcontrolsince 01/2022 · owns 50% to 75%
- G••••••••• G•••••••• N••• · Member/Chief Compliance Officercontrolsince 01/2024 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bend, Or · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Feb 4, 2026insurance affiliate (Item 7.A.10): no on the filing of 2025-05-16, yes on the filing of 2026-02-04peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 757 to 850May 16, 2025 to Feb 4, 2026
- Advisory employees · 4 to 3May 16, 2025 to Feb 4, 2026
- HNW clients · 50 to 57May 16, 2025 to Feb 4, 2026
- Individual clients · 210 to 231May 16, 2025 to Feb 4, 2026
- Pension plan clients · 3.0 to unsetMay 16, 2025 to Feb 4, 2026
- Employees · 5 to 4May 16, 2025 to Feb 4, 2026
- State-registered IARs · 4 to 3May 16, 2025 to Feb 4, 2026
- Discretionary RAUM · $119M to $152MMay 16, 2025 to Feb 4, 2026
- HNW RAUM · $77.1M to $96.2MMay 16, 2025 to Feb 4, 2026
- Individual RAUM · $43.0M to $58.1MMay 16, 2025 to Feb 4, 2026
- Non-discretionary RAUM · $3.6M to $5.1MMay 16, 2025 to Feb 4, 2026
- Pension RAUM · $2.7M to $3.2MMay 16, 2025 to Feb 4, 2026
- RAUM · $123M to $158MMay 16, 2025 to Feb 4, 2026
- Related insurance company · false to trueMay 16, 2025 to Feb 4, 2026
- Financial planning clients · 0 to 0Jan 24, 2025 to May 16, 2025
- Accounts · 756 to 757Nov 22, 2024 to Jan 24, 2025
- Individual clients · 213 to 210Nov 22, 2024 to Jan 24, 2025
- Discretionary RAUM · $116M to $119MNov 22, 2024 to Jan 24, 2025
- HNW RAUM · $74.1M to $77.1MNov 22, 2024 to Jan 24, 2025
- Individual RAUM · $43.0M to $43.0MNov 22, 2024 to Jan 24, 2025
- Non-discretionary RAUM · $3.4M to $3.6MNov 22, 2024 to Jan 24, 2025
- Pension RAUM · $2.5M to $2.7MNov 22, 2024 to Jan 24, 2025
- RAUM · $120M to $123MNov 22, 2024 to Jan 24, 2025
Signals
1 dated events
- C•••• W••••• M••••••••• filed its initial SEC registration (Form ADV)Oct 23, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/copia-wealth-managementreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 541-647-2545reportedpublic record, Form ADV, Feb 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $39.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026