Charles Lawrence Copeland

Employer firm

Elevage Partners, LLC CRD 158386

$155M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Elevage Partners, Llc

5470 Kietzke Lane Suite 300, Reno, NV 89511 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-12-16

CA RA
APPROVED

Since 2024-12-16

Branch Locations

Marsing, ID • United States

5470 Kietzke Lane Suite 300, Reno, NV 89511 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Copeland Wealth Management	Redlands	CA	05/1998	Present
Elevage Partners, Llc	Glendale	CA	11/2011	Present

05/1998 → Present

Copeland Wealth Management

Redlands, CA
11/2011 → Present

Elevage Partners, Llc

Glendale, CA

Previous Registrations

2011-12-02 → 2016-12-31

Elevage Partners, Llc

Glendale, CA
1998-10-05 → 2011-12-31

Copeland Wealth Management

Redlands, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-01-21

S65 Uniform Investment Adviser Law Examination

2010-01-21

Other Names

Charles Copeland
Charles L Copeland
C. Lawrence Copeland

View on SEC IAPD