


Copia Wealth Management
Financial Services • Bend, Oregon, United States • 1-10 Employees
Company overview
| Headquarters | 790 SW Industrial Way, Bend, Oregon 97702, US |
| Phone number | +15416472545 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Founded | 2009 |
| Employees | 1-10 |
Key Contact at Copia Wealth Management
Aaron Boehm
President
Copia Wealth Management Email Formats
Copia Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@copiawealthmanagement.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@copiawealthmanagement.com | 80% |
{first name} | john@copiawealthmanagement.com | 20% |
About Copia Wealth Management
Copia Wealth Management is a financial services company based out of Bend, Oregon.
Copia Wealth Management revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Copia Wealth Management has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Copia Wealth Management has never raised funding before.
Copia Wealth Management Tech Stack
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Frequently asked questions
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