Copia Wealth Management LLC

Aaron L Boehm Registered Agent	790 SW INDUSTRIAL WAY STE 100, BEND, OR 97702
Aaron Boehm Member	18965 RIDGELINE DR, BEND, OR 97703 (View Past Addresses)

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790 SW INDUSTRIAL WAY STE 100, BEND, OR 97702 View Map
AARON BOEHM 790, BEND 97702 (Mailing) View Map

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Form 5500

790 SW Industrial Way Suite 100, Bend, Or 97702 (541) 647-2545 EIN:27-1292118 Plan Admin:Aaron Boehm

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameCOPIA WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0	2021	COPIA WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001	2 / 2	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

790 SW Industrial Way Ste 100, Bend, OR 97702-3446

Loan Date	Approved	Forgiven	Lender	Jobs
01/29/2021	Approved$41,665 Forgiven$42,221 LenderFirst Interstate Bank Jobs2	01/29/2021	$41,665	$42,221	First Interstate Bank	2
05/04/2020	Approved$41,667 Forgiven$42,081 LenderFirst Interstate Bank Jobs2	05/04/2020	$41,667	$42,081	First Interstate Bank	2

PPP Loans based on Paycheck Protection Program.

Address Match:790 Sw Industrial Way Bend, OR

Scj Enterprises, LLC Registered in Oregon	Bend, OR	View Report
Creative:groth Registered in Oregon	Bend, OR Prineville, OR	View Report
Cuisine Chemist LLC Registered in Oregon	Bend, OR	View Report
Journey Social LLC Registered in Oregon	Bend, OR	View Report
Spark Spring Inc Registered in Oregon	Bend, OR	View Report
Sparkspring a LLC Registered in Oregon	Bend, OR	View Report

Person/City Match:Aaron L Boehm - Bend, OR

James Preston Enterprises, LLC Registered in Oregon	Bend, OR		View Report

Person/City Match:Aaron Boehm - Bend, OR

4ca Holdings, LLC Registered in Oregon	Bend, OR		View Report

Street Match:Sw Industrial Way Bend, OR

Awbrey Park Homeowners' Association, Inc. Registered in Oregon	Bend, OR	View Report
Columbia View Suites Condominiums Owners' Association, Inc. Registered in Oregon	Bend, OR	View Report
Folsom Retirement Residence Limited Partnership Registered in California	Bend, OR (1 more)	View Report
High Desert Dispute Resolution, LLC Registered in Oregon	Bend, OR	View Report
Land of The Free Realty Registered in Oregon	Bend, OR	View Report
Mazziotti Real Estate, LLC Registered in Oregon	Bend, OR	View Report
Ridgewater II Homeowners' Association, Inc. Registered in Oregon	Bend, OR	View Report
South Fork Ventures, LLC Registered in Oregon	Bend, OR	View Report
Stemach Design & Architecture LLC Registered in Oregon	Bend, OR	View Report
The Five Barristers, LLC Registered in Oregon	Bend, OR	View Report
Ibt Financial, Inc. Registered in California	Bend, OR Los Angeles, CA	View Report
Chefs to Go, LLC Registered in Oregon	Bend, OR	View Report
G.M. Schaefer, LLC Registered in Oregon	Bend, OR	View Report
Mos Corporate Services, LLC Registered in Oregon	Bend, OR	View Report
Ravn West Properties, LLC Registered in Oregon	Bend, OR Longboat Key, FL	View Report
Sjc Creations, Inc. Registered in Oregon	Bend, OR	View Report
Strategic Partners, LLC Registered in Oregon	Bend, OR	View Report
The Silver Otter Registered in Oregon	Bend, OR	View Report
Element Alternative Energy LLC Registered in Idaho	Bend, OR	View Report

The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary