Copperwood Financial Revenue

Financial Services • Burr Ridge, Illinois, United States • 1-10 Employees

Copperwood Financial revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Copperwood Financial

Larry Gatz

President

Company overview

Headquarters	745 Mcclintock Dr, Suite 308, Burr Ridge, IL 60527, US
Phone number	+16305818998
Website	copperwoodfinancial.com
NAICS	52
Keywords	Wealth Management, Private Equity And Venture Capital, Retirement Planning, Alternative Investments, Estate Planning, Investment Management, Legacy Planning, Tax Planning Strategies, Charitable Giving Strategies, Social Security Optimization, Portfolio Diversification, Tax-Smart Investing, Business Owner Financial Planning, Income Planning For Retirement, Financial Planning For Federal Employees, Financial Education For Athletes, High-Net-Worth Financial Planning, Pro Athlete Wealth Management, Tax-Efficient Withdrawal Strategies, Thrift Savings Plan (Tsp) Advice
Founded	2020
Employees	1-10
Socials

Copperwood Financial Email Formats

Copperwood Financial uses 1 email format. The most common is {first initial} (e.g., j@copperwoodfinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@copperwoodfinancial.com	100%

About Copperwood Financial

At Copperwood Financial, we help high-income earners, Federal Employees, and professional athletes make smarter financial decisions that keep more money in their pockets—today and in retirement. We believe great planning isn’t about products or jargon. It’s about having real conversations, understanding your unique goals, and building a tax-smart plan you can actually stick to. ✅ Tax-smart investing strategies ✅ Retirement & legacy planning for high earners ✅ Financial education for Pro & College Athletes ✅ Weekly live videos breaking down complex topics into plain English Whether you’re a Federal Employee navigating TSP and FERS, a business owner focused on minimizing taxes, or an athlete looking to secure long-term wealth, we’re here to help you make confident decisions. 💬 Follow us for actionable insights and join our weekly lives for straight talk on taxes, investments, and building the financial future you want. 👉 If your situation’s a little complicated and you’re ready for clarity, send us a message. We’ll talk it through.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Copperwood Financial has never raised funding before.

Frequently asked questions

Copperwood Financial is located in Burr Ridge, Illinois, US.

You can reach Copperwood Financial at +16305818998.

Copperwood Financial generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Copperwood Financial has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Copperwood Financial was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Copperwood Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Copperwood Financial

Larry Gatz

President

4.8

40,000 users