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Building 2COPIA WEALTH MANAGEMENT

Map pinBEND, OR
Phone541-647-2545
NotebookSEC #801-131499
Total AUM
$157.5M
Employees
4
Clients
289

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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