# Cooper Norman Wealth, LLC

> Cooper Norman Wealth, LLC is a state-registered investment advisory firm in Idaho Falls, ID, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 337275
- Filed as: COOPER NORMAN WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Idaho Falls, ID
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337275
- AdvisorCensus page: https://advisorcensus.com/firm/cooper-norman-wealth-llc-idaho-falls-id-337275

## Quick answers

**How is Cooper Norman Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cooper Norman Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cooper Norman Wealth, LLC located?**
Cooper Norman Wealth, LLC's principal office is in Idaho Falls, ID, according to its Form ADV.

**Is Cooper Norman Wealth, LLC registered with the SEC or a state?**
Cooper Norman Wealth, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337275.

**How much does Cooper Norman Wealth, LLC manage?**
Cooper Norman Wealth, LLC reports $15,869,932 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**What types of clients does Cooper Norman Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (9).

**Does Cooper Norman Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337275

**What changed in Cooper Norman Wealth, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $15,869,932.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,869,932
- Discretionary: $15,869,932
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $1,645,785 |
| High net worth individuals | 9 | $14,224,147 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, ID, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coopernormanwealth.com

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $15,869,932.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cooper Norman Wealth, LLC (CRD 337275): Form ADV filing data as of October 2026.