Overview
Assets Under Management: $1.5 billion
Headquarters: MIDDLETON, WI
High-Net-Worth Clients: 7
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.12
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 4,059
Discretionary Accounts: 3,205
Non-Discretionary Accounts: 854
Regulatory Filings
CRD Number: 297717
Filing ID: 1997886
Last Filing Date: 2025-06-18 16:42:00
Website: https://canopy-wealth.com