# Copper Beech Wealth Management

> Copper Beech Wealth Management is a state-registered investment advisory firm in Mansfield, MA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 321059
- Filed as: COPPER BEECH WEALTH MANAGEMENT
- Legal name: Copper Beech Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mansfield, MA
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321059
- AdvisorCensus page: https://advisorcensus.com/firm/copper-beech-wealth-management-mansfield-ma-321059

## Quick answers

**How is Copper Beech Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Copper Beech Wealth Management 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 Copper Beech Wealth Management located?**
Copper Beech Wealth Management's principal office is in Mansfield, MA, according to its Form ADV.

**Is Copper Beech Wealth Management registered with the SEC or a state?**
Copper Beech Wealth Management is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321059.

**How much does Copper Beech Wealth Management manage?**
Copper Beech Wealth Management reports $78,205,921 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**What types of clients does Copper Beech Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (36).

**Does Copper Beech Wealth Management 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/321059

## 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: $78,205,921
- Discretionary: $78,205,921
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $12,199,279 |
| High net worth individuals | 37 | $66,006,642 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, MI, NH, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- copperbeechwealth.com
- Facebook @copperbeechwealth
- Instagram @adamrwojtkowski
- LinkedIn @adamwojtkowskicfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Copper Beech Wealth Management (CRD 321059): Form ADV filing data as of October 2026.