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CANVAS WEALTH ADVISORS, LLC
6136 Nieman Road
Shawnee, Kansas 66203
Tel: 913-991-8471
About CANVAS WEALTH ADVISORS, LLC
CANVAS WEALTH ADVISORS, LLC, formally registered with the SEC as CANVAS WEALTH ADVISORS, LLC. The firm was established in 12/11/2019. They have over 2 offices throughout the country.
CANVAS WEALTH ADVISORS, LLC is a Shawnee, Kansas based Financial Planning firm with nearly $713,000,894 assets under management, offering retirement planning & investment advisory services to 2500 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306343 |
| SEC# | 801-117767 |
| Assets Managed by Firm | $713,000,894 |
| No. of Clients | 2500 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2500 | $713,000,894 |
| Individuals (other than high net worth individuals) | 257 | $82,794,033 |
| High net worth individuals | 186 | $566,530,670 |
| Charitable organizations | 5 | $15,378,576 |
| Corporations or other businesses | 12 | $45,633,649 |
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