Aaron Lee Boehm
Investment adviser representative at Copia Wealth Management
17 yearsExperience
4 statesRegistered in
$157.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Copia Wealth ManagementDec 2009 to now
- Arbor Point AdvisorsNov 2020 to Dec 2021
- Securities America, Inc.Nov 2020 to Dec 2021
- Kms Financial Services, IncJun 2011 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 4 states (CA, OR, TX, WA).
Copia Wealth Management
Legal name: Copia Wealth Management, LLC
$157.5MAssets managed
288Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3232128
- Firm CRD
- 281873