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Drew Ryan Waldron

Canvas Wealth Advisors, LLC

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About Drew Ryan Waldron

Drew Ryan Waldron is a Certified Financial Planner™ and an Investment Advisor Representative for Canvas Wealth Advisors, LLC. Drew has been in the financial services industry since 2011. He has been registered with the state of Kansas since December 2019 and with the state of Texas since January 2020. Drew is committed to providing personalized financial advice to his clients. Drew specializes in working with high-net-worth individuals, charitable organizations, pooled investment vehicles, and corporations.

Firm Information

Drew Waldron is currently registered with Canvas Wealth Advisors, LLC. Canvas Wealth Advisors, LLC is a registered investment advisor based in Shawnee, Kansas. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting services. They manage approximately $713 million in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Canvas Wealth Advisors, LLC

6136 NIEMAN ROAD

SHAWNEE, KS 66203

$713.00M

Assets Under Management

10

Total Clients

8

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Drew Waldron’s Registration & Firm History

KS

01/02/2020 - Present

Canvas Wealth Advisors, LLC (SHAWNEE KS)

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Licenses & Designations

IA

Issued 09/11/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Drew Ryan Waldron.
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