About Copia Wealth Management

Copia Wealth Management is a Financial Service company, headquartered in Bend, with 11 - 50 employees and annual revenue of $1M - $5M.

Copia Wealth Management is a financial services company based out of Bend, Oregon.

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Copia Wealth Management Company Highlights

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Phone Number

(541) 647-xxxx

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Corporate Office Address

790 Southwest Industrial Way
Bend, 97702

Industries Served

Financial Service

Number of Employees

11 - 50 Employees

Company Revenue

$1M - $5M

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Copia Wealth Management Org

Copia Wealth Management has 4 VP and 4 Other employees.

Copia Wealth Management Decision Makers

  • CEOAaron Boehm

Copia Wealth Management's Tech Stack

AddThis
Adobe
Amazon S3
Amazon Web Services

Frequently Asked Questions About
Copia Wealth Management

FAQs

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Who is the CEO of Copia Wealth Management?

The CEO of Copia Wealth Management is Aaron Boehm. See full contact details  ›

How many senior employees does Copia Wealth Management have?

Copia Wealth Management has 4 senior employees that are typically used for decision making.

Who are the key decision makers at Copia Wealth Management?

Key decision makers at Copia Wealth Management include Aaron Boehm (CEO). See full contact details  ›

What technologies does Copia Wealth Management use?

Copia Wealth Management uses technologies including AddThis, Adobe, and Amazon S3.

How do I contact Copia Wealth Management?

To contact Copia Wealth Management, visit copiawealthmanagement.com.

What companies are similar to Copia Wealth Management?

Companies similar to Copia Wealth Management include Lawyer's Title Company, Citywide Home Mortgage, and Farmers Insurance Kansas City HQ.

Where is Copia Wealth Management headquartered?

Copia Wealth Management is headquartered at 790 Southwest Industrial Way, Bend.

What is the main phone number for Copia Wealth Management?

The main phone number for Copia Wealth Management is (541) 647-xxxx.

What is the official website for Copia Wealth Management?

The official website for Copia Wealth Management is copiawealthmanagement.com.

What is the annual revenue of Copia Wealth Management?

The annual revenue of Copia Wealth Management is $1M - $5M.

How many employees does Copia Wealth Management have?

Copia Wealth Management has 11 - 50 employees.

What industry is Copia Wealth Management in?

Copia Wealth Management is in the Financial Service industry.

Last updated: May 28, 2025

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