LP Profile

Copper Harbor Investment Advisors

Also known as copper harbor

Wealth ManagerAppleton, United StatesFounded 2014
Appleton
Headquarters
Investment Focus

About Copper Harbor Investment Advisors

Copper Harbor Investment Advisors is a wealth manager based in Appleton, US. Founded in 2014.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Copper Harbor Investment Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$805.0M
Total Clients
250
Filing Date
March 11, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Copper Harbor Investment Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Copper Harbor Investment Advisors?

Copper Harbor Investment Advisors is a wealth manager based in Appleton, United States.

Where is Copper Harbor Investment Advisors headquartered?

Copper Harbor Investment Advisors is headquartered in Appleton, United States.

When was Copper Harbor Investment Advisors founded?

Copper Harbor Investment Advisors was founded in 2014.

How can I contact Copper Harbor Investment Advisors?

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