Copperline Wealth Management & Planning

CRD 335796 · Cody, WY · $126.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 335796
SEC number: 801-132972
Firm type: RIA
Assets under management: $126.6M as of Mar 29, 2026
Website: www.copperlinewealth.com ↗
Phone: 307-586-1880
Address: 1517 Rumsey Avenue, Cody, WY, 82414

Advisors at this firm

2 in our index · page 1 of 1

Lucas McneelyCRD 6590316 · Cody, WY

IA RegisteredBroker
Sara Marie SchauermannCRD 6170972 · Cody, WY

IA RegisteredBroker

Source & corrections

Where this page comes from

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