# Copper Square Private Wealth, LLC

> Copper Square Private Wealth, LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 313349
- Filed as: COPPER SQUARE PRIVATE WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313349
- AdvisorCensus page: https://advisorcensus.com/firm/copper-square-private-wealth-llc-313349

## Quick answers

**How is Copper Square Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Copper Square Private 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.

**Is Copper Square Private Wealth, LLC registered with the SEC or a state?**
Copper Square Private Wealth, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313349.

**How much does Copper Square Private Wealth, LLC manage?**
Copper Square Private Wealth, LLC reports $81,339 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**Does Copper Square Private 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/313349

## 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: $81,339
- Discretionary: $81,339
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $81,339 |

### 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: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coppersquarepw.com
- Facebook @coppersquarepw
- LinkedIn @coppersquarepw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Copper Square Private Wealth, LLC (CRD 313349): Form ADV filing data as of October 2026.