Copperwynd Financial, LLC

Form 5500

COPPERWYND FINANCIAL, L.L.C.

14256 N. Northsight Blvd STE B115, Scottsdale, Az 85260 (480) 348-2100 EIN:26-0511764 Plan Admin:Erick Newton

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCOPPERWYND FINANCIAL, L.L.C. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$2,783,860 / $2,675,763	2022	COPPERWYND FINANCIAL, L.L.C. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 9	$2,783,860 / $2,675,763
2021	Plan NameCOPPERWYND ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,246,933 / $2,783,860	2021	COPPERWYND ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$2,246,933 / $2,783,860
2020	Plan NameCOPPERWYND ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,719,471 / $2,246,933	2020	COPPERWYND ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 8	$1,719,471 / $2,246,933
2019	Plan NameCOPPERWYND ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,289,031 / $1,719,471	2019	COPPERWYND ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$1,289,031 / $1,719,471