Copperline Wealth Management & Planning
● SEC registered since 2025CRD 335796SEC# 801-132972Cody, WY
Reg. AUM
$126.6M
Employees
3
Accounts
735
Location
Cody, WY
Copperline Wealth Management & Planning assets under management
Copperline Wealth Management & Planning is an SEC-registered investment adviser based in Cody, WY. The firm has been registered since 2025. It reports $126.6 million in regulatory assets under management and employs 3 people.
Copperline Wealth Management & Planning owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elaine Ann Selby Control | Chief Compliance Officer | Under 5% | 2025 |
| Lucas McNeely Control | Partner/Investment Adviser Representative | Under 5% | 2025 |
| Sara Marie Schauermann Control | Partner/Investment Adviser Representative | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Copperline Wealth Management & Planning manage?
Copperline Wealth Management & Planning reports $126.6 million in regulatory assets under management on its Form ADV.
How many employees does Copperline Wealth Management & Planning have?
Copperline Wealth Management & Planning reports 3 employees.
Where is Copperline Wealth Management & Planning located?
Copperline Wealth Management & Planning is based in Cody, WY and has been SEC-registered since 2025.
Does Copperline Wealth Management & Planning disclose fund performance?
Copperline Wealth Management & Planning is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1517 Rumsey Avenue, Cody, WY 82414 |
| Phone | 307-586-1880 |
| Fax | 307-586-1800 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.6M▲ 7%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$126.6Mregulatory AUM
Discretionary $126.6M