Aaron Lee Boehm
Managing Member/PresidentCopia Wealth Management, LLCCRD 3232128
About Aaron Lee Boehm
Aaron Lee Boehm is listed as Managing Member/President at Copia Wealth Management, LLC in Bend, OR. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Copia Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Aaron Lee Boehm work?
Aaron Lee Boehm is listed as Managing Member/President at Copia Wealth Management, LLC on SEC Form ADV.
How much of Copia Wealth Management, LLC does Aaron Lee Boehm own?
Form ADV reports a beneficial ownership band of 50-75%.
Copia Wealth Management, LLC
| Title | Managing Member/President |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2022 |