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Copia Wealth Management

Copia Wealth Management

Financial ServicesFlag of USBend, Oregon, United States1-10 Employees

Company overview

Headquarters790 SW Industrial Way, Bend, Oregon 97702, US
Phone number+15416472545
Website
NAICS52
SIC874
Founded2009
Employees1-10

Key Contact at Copia Wealth Management

Flag of US

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.

FormatExamplePercentage
{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.

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Copia Wealth Management revenue & valuation

Annual revenue$598,885
Revenue per employee$86,000
Estimated valuation?$2,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Partner
Vice President

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

Discover the technologies and tools that power Copia Wealth Management's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

jQuery CDN

CDN

reCAPTCHA

reCAPTCHA

Security

SiteGround

SiteGround

Hosting

Astra

Astra

WordPress themes

Site Kit

Site Kit

Analytics

jQuery UI

jQuery UI

JavaScript libraries

Elementor

Elementor

Page builders

MonsterInsights

MonsterInsights

Analytics

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Frequently asked questions

Copia Wealth Management is located in Bend, Oregon, US.
You can reach Copia Wealth Management at +15416472545.
Copia Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
Copia Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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