Cooper Eagle, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 314675
· King Of Prussia, PA
· www.facebook.com
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ADV data as of Jun 15, 2026
- Regulatory AUM
- $46.3M
- Discretionary
- $45.0M
- Clients
- 179
- Avg AUM / client
- $258K
- Accounts
- 370
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 166 | $24.1M | 52.1% |
| High net worth individuals | 13 | $21.5M | 46.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $420K | 0.91% |
| Charitable organizations | Fewer than 5 clients | $269K | 0.58% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Lee Cooper | Registered representative | CFP | Sep 2021 (5y) | |
| Rebecca Michelle Drexler Bleivik | Registered representative | CFP | Nov 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $43.6M (94% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗