Copper Beech Wealth Management
Copper Beech Wealth Management (CRD# 321059) is a financial advisory firm headquartered in Mansfield, MA. They manage $47,325,960 in 160 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management47MILLION
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Total Number of Accounts160ACCOUNTS
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Average Account Value$295,787
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, RI
Financial Advisors at Copper Beech Wealth Management
1
Adam Wojtkowski (CRD# 4803455) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 14 years of experience in the finance industry.
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