C
$157.5M Total AUM
$152.5M Disc. AUM
-- 3Y CAGR
4 Employees
288 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Optima insightZenith radial +more
- Established Date
- 08-13-2021
- Office Locations
- 1
Office Locations
572 SW Bluff Drive #100 Bend OR
About Copia Wealth Management
Copia Wealth Management is a Bend, OR RIA providing relationship-driven financial planning and portfolio management for families, including entrepreneurs and athletes. The team emphasizes fiduciary advice, tax/estate and insurance planning, and disciplined asset allocation and risk management, with portfolios often implemented using ETFs (and mutual funds where appropriate). Custody includes Charles Schwab.
Team overview
35 AVG AGE
$52.5M AVG AUM / ADVISOR
$546.9K AVG AUM / CLIENT
3.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Quantum Crest momentum Alpha oak Meridian pioneer Bridge Prime
Client Personas
Ridge radial Harbor
Custodian
Alpha Unison Alpha Legacy Matrix Beacon Capital
Investment Themes
Alpha beacon Capital Harbor zenith Glacier Pathway signal
Investment Vehicles
Ember Fusion fusion
Platform
Quantum alpha Bridge meridian
Services
Ridge capital Zenith Beacon Pathway Pathway timber Harbor Unison Eagle Ember Element
Technology
Pioneer value Peak Unison Signal
Owner & Executives
A
AARON LEE BOEHM
Advisor, Managing Member, President
- CRD
- #3232128
- Ownership
- 50% but less than 75%
(711) 858-7147
north.oak@crestcapital.com
in linkedin.com/in/prime-radial
Louis Walter Bennett
Advisor, Managing Member
- CRD
- #6609914
- Ownership
- 25% but less than 50%
(924) 824-8539
alpha.unison@vectorcapital.com
in linkedin.com/in/ember-pathway
S
Summit prime
Meridian matrix atlas
- CRD
- #12625
- Ownership
- 29.3%
(676) 498-6211
peak.pioneer@embercapital.com
in linkedin.com/in/ember-fusion
Showing 2 of 3 owners & executives
Unlock allContacts
G
GEORGE HENRY MENDAZONA
--
- CRD
- #7874721
(839) 365-9313
vital.signal@crestcapital.com
in linkedin.com/in/focus-value
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,454,434 | $192,736 |
| Non-Discretionary | $5,063,394 | $85,820 |
| Total | $157,517,828 | $185,315 |
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Separately Managed Accounts
Total SMA Asset: $157,517,828
Equity - Exchange:
11.4% Equity - OTC:
37.0% Cash:
28.4% U.S. Government/Agency:
23.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $684,084,160 | 11.4% |
| Equity - OTC | $2,220,273,151 | 37.0% |
| Cash | $1,704,209,662 | 28.4% |
| U.S. Government/Agency | $1,392,171,274 | 23.2% |
| Total | $6,000,738,247 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX OAK | CATALYST OPTIMA | 9MVVPT6B6 | RMPG | 11.71% | $16,181,680 |
| INSIGHT ZENITH | GLACIER DELTA | G30SI0FRH | BPA | 9.21% | $30,792,967 |
| TIMBER ELEMENT | MATRIX OPTIMA | 496JOGY22 | XCW | 4.88% | $59,925,878 |
| TIMBER EMBER FOUNDATION | PEAK PEAK | 6UWTFM2P5 | DVRZM | 4.11% | $96,560,475 |
| OPTIMA NORTH INSIGHT | EMBER RIDGE | X7Z9EH1LY | HRMX | 7.84% | $43,574,544 |
| CREST VITAL | PRIME VITAL | KIRDJN37O | FYUU | 9.67% | $41,653,925 |
| FOUNDATION VERTEX | PRIME BEACON | SGUZU1D2F | VFAQE | 5.78% | $75,793,705 |
| FOUNDATION FRONTIER | CATALYST RADIAL | CJ4LJYCQV | LYE | 1.19% | $95,811,162 |