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Building 2CANOPY WEALTH MANAGEMENT

Map pinMIDDLETON, WI
Phone608-662-9018
NotebookSEC #801-113774
Total AUM
$1.2B
Employees
12
Clients
601

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8215 GREENWAY BOULEVARD
SUITE 540
MIDDLETON
WI 53562
United States
Operating Hours
8:00- 4:30
Monday - Friday
Phone
608-662-9018
Other Offices
3

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,608
Discretionary
$1.1B
Accounts
2,192
Non-Discretionary
$77.7M
Accounts
416

ContactClients

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Individual Clients
299
AUM
$123.3M
HNW Individual Clients
293
AUM
$1B
Pension/Profit Sharing Plan Clients
1
AUM
$2M
Charitable Organization Clients
5
AUM
$11.3M
Corporation or Business Clients
3
AUM
$206.6K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLILINMDMIMNNENHNMNYOHPASCTXUTVAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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