Copperwynd Financial, LLC
Copperwynd Financial, LLC is a registered investment advisor (RIA) founded in Scottsdale, Arizona, with an office in Salt Lake City, Utah. As of 2025, the firm manages over $720 million in assets and serves primarily high-net-worth individuals and families, focusing on holistic and highly personalized financial planning. In June 2025, Copperwynd Financial was acquired by Lido Advisors, a nationally recognized wealth advisory firm, with Copperwynd's team joining Lido and expanding the firm's presence in the Southwest region. Prior to the acquisition, Copperwynd had approximately 11 employees and provided multi-generational advisory and support expertise to its clients.
Investment Strategy
Copperwynd Financial specializes in holistic, personalized financial planning and wealth management for high-net-worth individuals and families. The firm emphasizes multi-generational advisory, addressing diverse client needs including investment management, financial planning, retirement planning, and estate planning. Investment decisions are tailored to each client's specific goals, taking into account risk tolerance, tax considerations, and long-term wealth preservation, with a discretionary approach to portfolio management. The team focuses on building lasting relationships and delivering objective, client-centric advice.
Top Holdings
Equity Positions (155)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 8.03% | $32.2M | 73,454 | $436.78 | $438.40 | +$31.9M |
I IWB | ISHARES TR | 7.21% | $28.9M | 85,117 | $211.97 | $339.57 | +$4.1M |
M MGK | VANGUARD WORLD FD | 6.82% | $27.3M | 74,678 | $167.13 | $366.17 | +$4.9M |
V VTV | VANGUARD INDEX FDS | 5.97% | $23.9M | 135,480 | $150.80 | $176.74 | +$1.8M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.44% | $21.8M | 382,216 | $50.82 | $57.01 | -$1.9M |