Copperwynd Financial

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Copperwynd Financial — overview

About

Established in 2007, Copperwynd Financial is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretion basis. The services it offers include financial planning, retirement planning, college education planning, liquidity event planning, succession planning, investment management, cash management, portfolio management, asset management, and wealth management. The wealth manager advises individuals, high-net-worth individuals, limited liability companies, business entities, and corporations. In Q2 2025, Copperwynd Financial was acquired by Lido, a Los Angeles-based wealth manager.

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