Copperline Wealth Management & Planning
- Regulatory AUM
- $127M
- Discretionary
- $127M
- Clients
- 440
- Avg AUM / client
- $288K
- Accounts
- 735
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 308 | $27.9M | 22.0% |
| High net worth individuals | 122 | $96.1M | 75.9% |
| Pension and profit sharing plans | 5 | $755K | 0.6% |
| Charitable organizations | 5 | $904K | 0.71% |
| Corporations and other businesses | Fewer than 5 clients | $939K | 0.74% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lucas Mcneely | Registered representative | CFP | Jun 2025 (1y) | |
| Sara Marie Schauermann | Registered representative | CFP | Jun 2025 (1y) |
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) | 03/29/2026 | 996 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- LPL Financial $88.6M (70% of AUM) Mar 2026
- Charles Schwab & Co. $37.9M (30% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗