Anthony Coppola
Sachem Hill · Denver, Colorado
Anthony Coppola is a fee-only financial advisor at Sachem Hill in Denver, Colorado, who holds the CFP credential. Sachem Hill reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Anthony →
Facts
| Firm | Sachem Hill |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.18B across 505 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5733228 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.sachemhill.com |
How Anthony's firm compares
- Sachem Hill's average account is about $2.3 million, from its Form ADV (assets managed divided by 505 accounts).
Request an introduction to Anthony
Tell Anthony a little about what you're looking for. Anthony isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Anthony
Is Anthony Coppola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Sachem Hill reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Sachem Hill, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Anthony Coppola based?
Anthony Coppola is based in Denver, Colorado.
What credentials does Anthony Coppola hold?
Anthony Coppola holds the CFP credential.
Is Anthony Coppola registered with the SEC?
Yes. Anthony Coppola is registered as an investment adviser representative in CO (CRD 5733228), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sachem Hill manage?
Sachem Hill reports $1.18B across 505 accounts in assets under management.
How do I contact Anthony Coppola?
Through Anthony's website, www.sachemhill.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.