Copiam Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Copiam Wealth Management — overview

About

Copiam Wealth Management is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, investment management, retirement income planning, pension consulting services, and portfolio management. The firm provides advisory services to individuals, high-net-worth individuals, medium-sized businesses, institutional clients, estates, trusts, charitable organizations and corporations.

Copiam Wealth Management - known decision makers (1)

Contact Name	Position	Location	Email	Telephone	Asset Class
	Founder, President, Chief Executive Officer & Chief Compliance Officer	The Colony, US			GEN

Showing 1 of 1 known decision makers Copiam Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo