CRD: 288286
Copia Wealth Management Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 86 clients, or 28.7 clients per representative. That equates to $229.6K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on September 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
Administrative Assistant
- CRD
- #7657827
Showing 2 of 3 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Copia Wealth Management Advisors, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.