CANVAS WEALTH ADVISORS, LLC
Total AUM
$929.2M
Employees
11Clients
553Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6136 NIEMAN ROAD
SHAWNEE
KS 66203
United States
SHAWNEE
KS 66203
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
913-991-8471
Financials
Total AUM
$929.2M
Accounts
3,033Discretionary
$902.8M
Accounts
3,021Non-Discretionary
$26.4M
Accounts
12
Clients
Individual Clients
315AUM
$125.7M
HNW Individual Clients
222AUM
$736.3M
Charitable Organization Clients
5AUM
$19.3M
Corporation or Business Clients
11AUM
$47.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
KSMONENHTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.