Copper Sky Wealth

EST. AUM
$225,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Oklahoma City
CRD Number
Website copperskywealth.com
Client types

Overview

CopperSky Wealth is a boutique Registered Investment Advisor (RIA) headquartered in Elk City, Oklahoma, serving clients across the Southwestern United States. Founded by Justin R. Koch, CFP®, CPWA®, CEPA®, the firm provides customized financial planning and wealth management services, with a strong emphasis on values such as faith, respect, and perseverance. CopperSky specializes in working with individuals, families, and business owners navigating significant financial transitions. The firm offers tailored expertise in areas including oil & gas planning, royalty income management, farm and ranch financial planning, and charitable giving strategies. CopperSky Wealth operates under the regulatory and operational framework of Sanctuary Wealth, which provides the firm with access to institutional-grade resources and custodial relationships while allowing it to maintain its independent brand and personalized service.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Copper Sky Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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