Company Overview
- Headquarters
- 790 SW Industrial Way, Bend OR
- Website
- copiawealthmanagement.com
- Phone
- (441) 613-3658
- Employees
- 7
- Founded in
- 2009
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52393 CompaniesNAICS Code 5239 CompaniesNAICS Code 523 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$6B
Who is Copia Wealth Management
Copia Wealth Management is a financial services company based in Bend, Oregon. Employing four individuals, the company generates an annual revenue of $2.5 million. Copia Wealth Management provides a range of financial services to its clients. Their services cater to diverse clientele, assisting them with their financial goals and needs. Copia Wealth Management strives to deliver personalized financial solutions tailored to each client's unique circumstances. They prioritize building long-lasting relationships with their clients based on trust and transparency. For inquiries or to learn more about their services, please visit their website at copiawealthmanagement.co.uk.
Copia Wealth Management Tech Stack
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| 6M | 5 | Colorado Springs, CO | 1990 | |
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