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Copper Leaf Financial, LLC

CRD 285378  ·  Williston, VT  ·  $219.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
285378
SEC number
801-120617
Firm type
RIA
Assets under management
$219.6M as of Feb 23, 2026
Website
www.linkedin.com/COMPANY/COPPER-LEAF-FINANCIAL ↗
Phone
802-878-2731
Address
33 Blair Park Road, Williston, VT, 05495

Advisors at this firm

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Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 285378 ↗ FINRA BrokerCheck record for firm CRD 285378 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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