$21.1M Total AUM
$21.1M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Insight capitalZenith fusion
- Established Date
- 12-05-2014
- Office Locations
- 1
Office Locations
-- THE Colony TX
About Copiam Wealth Management, LLC
COPIAM Wealth Management, LLC is a Texas-based SEC-registered RIA focused on retirement planning and wealth preservation, integrating mortgage/debt and investment guidance to manage both sides of clients’ balance sheets. The firm provides ongoing financial planning and portfolio management, often using ETFs and mutual funds, with custody through Charles Schwab.
Team overview
57 AVG AGE
$21.1M AVG AUM / ADVISOR
$754.0K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Momentum pathway Vector Radial
Client Personas
Vertex
Custodian
Bridge timber Legacy value Atlas signal Vital catalyst
Investment Themes
Matrix delta Optima Wave ridge
Investment Vehicles
Radial vertex Vertex zenith
Services
Wave Matrix oak Vital optima Momentum legacy Capital element Pathway Harbor prime Wave
Technology
Pioneer peak Delta bridge
Owner & Executives
G
GREGORY MAX SCHMITZ
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, President
- CRD
- #5126832
- Ownership
- 75% or more
(453) 977-4015
catalyst.signal@legacycapital.com
in linkedin.com/in/bridge-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,112,439 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,112,439 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,112,439
Public Funds:
48.7% Equity - Exchange:
51.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,666,732,857 | 48.7% |
| Equity - Exchange | $3,862,492,723 | 51.3% |
| Total | $7,529,225,580 | 100.0% |