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COPPERWYND FINANCIAL

HQ - Scottsdale, Arizona

Summary

Copperwynd Financial is a Scottsdale, AZ-based RIA focused on providing high-net-worth families with holistic and highly personalized financial planning.

Deals Overview

Total Deals1

Valued Deals0

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Market Context

Senior Management

David Daughtrey
Co-Founder

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01 May 2025|United States|Asset Managers and Custodians

Target: COPPERWYND FINANCIAL

Bidder: LIDO ADVISORS

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

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