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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-13-2021
- Office Locations
- 1
Office Locations
About Copper Square Private Wealth, LLC
Copper Square Private Wealth is a fee-only planning and wealth management firm serving mid-career professionals, soon-to-be retirees, and corporate-to-entrepreneur business owners. CSPW provides cash-flow and debt planning, college planning (including 529 guidance), and retirement income and investment strategy. Public filings indicate ETF-based portfolios, with custody through firms such as Schwab/Merrill.
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Owner & Executives
ALEJANDRO JULIUS HAAS
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #2851360
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,339 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,339 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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