CRD: 288286
Copia Wealth Management Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-26-2017
- Office Locations
- 1
Office Locations
About Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a San Diego-based fiduciary RIA serving high-net-worth investors with tax-efficient portfolio management and coordinated financial, tax, and estate/legacy planning (with clients’ tax and legal professionals). Services include portfolio optimization, tax-loss harvesting/capital gains mitigation, retirement and 401(k) rollover planning, and risk management. Led by Elisabeth Dawson (27+ years), award-winning author and podcast host.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ELISABETH MARIE DAWSON-SCHERBAUM
Chief Compliance Officer, Managing Member
- CRD
- #4049505
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Katherine Rose Steck
Case Manager
- CRD
- #7234038
Caidyn Jarred Taylor
--
- CRD
- #7657827
Showing 2 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,741,429 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,741,429 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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