CRD: 323209
Copper Ridge Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2022
- Office Locations
- 1
Office Locations
About Copper Ridge Wealth Management, LLC
Copper Ridge Capital is a boutique private wealth manager and real estate investment firm serving individuals with tailored portfolio management and planning, including tax optimization and risk management. The firm also acquires individual residential properties to create long-term income opportunities that can sit alongside a broader wealth strategy. Founded by CFA Tyler Smith (2023), it custodies with Charles Schwab and runs ETF-centric portfolios.
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Investment Themes
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Owner & Executives
TYLER J SMITH
Chief Compliance Officer, President, Secretary, TREASURER
- CRD
- #6506258
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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