Skinner, Copper & Ehmen Wealth Management, Llc
- Regulatory AUM
- $706M
- Discretionary
- $88.6M
- Clients
- 571
- Avg AUM / client
- $1.2M
- Accounts
- 2,063
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 394 | $188M | 26.6% |
| High net worth individuals | 155 | $439M | 62.2% |
| Pension and profit sharing plans | 13 | $56.0M | 7.94% |
| Charitable organizations | 9 | $23.2M | 3.29% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Lee Skinner | Managing Member | CFP | Jan 2012 (15y) | 25% – 50% |
| James David Copper | Managing Member | CFP | Jan 2012 (15y) | 25% – 50% |
| Ryan Jay Ehmen | Managing Member & Chief Compliance Officer | Jan 2012 (15y) | 25% – 50% | |
| Melanie Kay Lesko | Registered representative | Feb 2012 (14y) | ||
| Lawrence J Davsko | Registered representative | Mar 2012 (14y) | ||
| Noah Skinner | Registered representative | Jan 2023 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/29/2026 | 923 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $629M (89% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 29, 2026.
View current Form ADV (SEC/IAPD) ↗