Geoffrey Nyle Gruetzmacher
Investment adviser representative at Copia Wealth Management
22 yearsExperience
2 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
22 years in the industry.
- Copia Wealth ManagementJan 2021 to now
- City of KennewickApr 2004 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
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
- 7315553
- Firm CRD
- 281873