Copperline Wealth Management & Planning

Overview

Copperline Wealth Management & Planning is an SEC registered investment adviser based in Cody, WY, registered since 2025. It reports $127M in assets under management across 735 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$127M

Discretionary

100%

Accounts

735

Average account

$172K

Employees

3

Advisory reps

2

Registered since

2025

Jurisdictions

9

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Elaine Ann Selby Chief Compliance Officer CRD 8090807
• Lucas McNeely Partner, Investment Adviser Representative CRD 6590316
• Sara Marie Schauermann Partner, Investment Adviser Representative CRD 6170972

Advisory reps 2 of 2

• Lucas Mcneely Registered Rep · Investment Adviser Rep CRD 6590316
• Sara Marie Schauermann Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6170972

Location

Headquarters

1517 Rumsey Ave
Cody, WY 82414

County

Park

Region

West

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: copperlinewealth.com

Every state, with registration dates

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