Canopy Wealth Management
Middleton, WI·SEC-registered · CRD #297717
Canopy Wealth Management is an SEC-registered investment advisory firm in Middleton, WI managing $1.2B across 3.0k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
3.0k
Advisory staff
7
Fee model
Fee-only
How Canopy Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Canopy Wealth Management
How much does Canopy Wealth Management manage?
Per its most recent SEC Form ADV filing (04/08/2026), Canopy Wealth Management reports $1.2B in regulatory assets under management across roughly 3.0k client accounts.
How does Canopy Wealth Management charge?
Canopy Wealth Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Canopy Wealth Management a fiduciary?
Yes. Canopy Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #297717), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Canopy Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Canopy Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Canopy Wealth Management's public SEC Form ADV filing (CRD #297717, filed 04/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Canopy Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Canopy Wealth Management? Claim this profile.