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Canopy Wealth Management

Headquartered in MIDDLETON, WI

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Firm Information

Canopy Wealth Management is an investment advisory firm based in Middleton, Wisconsin. They specialize in providing financial planning, portfolio management, and educational seminars for individuals, families, and businesses. They are also registered to provide pension consulting services. Canopy Wealth Management manages over $1.47 billion in assets for a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations.

Canopy Wealth Management

8215 GREENWAY BOULEVARD

MIDDLETON, WI 53562

$1.47B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

CANOPY WEALTH MANAGEMENT has a total of 5 branch locations across the country.
location

SCOTTSDALE, AZ

location

Scottsdale, AZ

location

Birmingham, MI

location

Phoenix, AZ

location

MIDDLETON, WI

Advisors at Canopy Wealth Management

View All 14 Advisors
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Brian James Kopp

RA

MIDDLETON, WI

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David Michael Muehl

RA

MIDDLETON, WI

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Alexander David Mitchell

RA

MIDDLETON, WI

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Ernest Patrick Moosherr

CFC®, RA

MIDDLETON, WI

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Eric David Raether

CFP®, RA

MIDDLETON, WI

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Reyn Eichenlaub

RA

Birmingham, MI

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Kelly Elizabeth Meyer

RA

MIDDLETON, WI

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Johnathon J Campion

CFP®, RA

SCOTTSDALE, AZ

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Disclosures

There are no public disclosures for Canopy Wealth Management.

Frequently Asked Questions (7)

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