CRD: 152781
Copeland Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-22-2010
- Office Locations
- 1
Office Locations
About Copeland Wealth Management, LLC
Copeland Wealth Management, LLC is a fee-only, holistic RIA in Clarksville, TN providing portfolio management and comprehensive financial planning, including retirement and estate planning. The team builds customized direct investment strategies across stocks, bonds, mutual funds, annuities, and ETFs, and commonly manages IRAs/Roth IRAs, 401(k) rollovers and plans, trusts, and taxable accounts. Primary custodian includes Charles Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT WILLIAM COPELAND
Chief Compliance Officer, Managing Member, Registered Investment Advisor
- CRD
- #4132630
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,323,743 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,323,743 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,323,743
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,176,204,839 | 25.3% |
| Public Funds | $1,092,403,220 | 12.7% |
| Cash | $928,972,817 | 10.8% |
| U.S. Government/Agency | $1,961,164,835 | 22.8% |
| Corporate - Investment Grade | $619,315,211 | 7.2% |
| Corporate - Non-Investment Grade | $1,823,539,232 | 21.2% |
| Total | $8,601,600,154 | 100.0% |