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- Custodian
- American Funds · Charles Schwab & Company · TD Ameritrade · Transamerica
- Clients
- Retail and Institutional
- Platforms
- CapitalRidge catalyst +more
- Established Date
- 10-15-2020
- Office Locations
- 3
Office Locations
About Copperwood Financial
Copperwood Financial is an independent, fee-based fiduciary providing holistic financial and investment management with a tax-first approach anchored by its “Tax Freedom Roadmap.” The firm supports entrepreneurs, executives, professional athletes, and federal employees on tax minimization, retirement transitions, estate planning/wealth transfer, and Social Security & Medicare decisions. Portfolios emphasize disciplined, after-tax returns and are implemented largely with ETFs (with Schwab among reported custodians).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAWRENCE EDWARD GATZ
Chief Compliance Officer, President
- CRD
- #6245962
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Paidemoyo Brian Charasika
Financial Advisor, General Partner
- CRD
- #4091183
JOHN ROSS CRAWFORD
--
- CRD
- #5544099
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,330,000 | $150,479 |
| Non-Discretionary | $303,000 | $151,500 |
| Total | $119,633,000 | $150,482 |
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Separately Managed Accounts
Total SMA Asset: $119,633,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,199,998,974 | 16.0% |
| Other | $1,327,498,865 | 17.7% |
| Public Funds | $1,229,998,948 | 16.4% |
| Cash | $2,489,997,871 | 33.2% |
| Private Funds | $1,252,498,929 | 16.7% |
| Total | $7,499,993,587 | 100.0% |