LP Profile

Cope Connelly

Also known as cope connelly

Wealth ManagerArlington, United StatesFounded 2019
Arlington
Headquarters
Investment Focus

About Cope Connelly

We sit at the intersection of Wealth, Tax, Estate & Business Strategy.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Cope Connelly from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$107.6M
Total Clients
252
Filing Date
May 18, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Cope Connelly?

Cope Connelly is a wealth manager based in Arlington, United States.

Where is Cope Connelly headquartered?

Cope Connelly is headquartered in Arlington, United States.

When was Cope Connelly founded?

Cope Connelly was founded in 2019.

How can I contact Cope Connelly?

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