Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > middleton > CANOPY WEALTH MANAGEMENT
CANOPY WEALTH MANAGEMENT
8215 Greenway Boulevard
Suite 540
Middleton, Wisconsin 53562
Tel: 608-662-9018
About CANOPY WEALTH MANAGEMENT
CANOPY WEALTH MANAGEMENT, formally registered with the SEC as CANOPY WEALTH MANAGEMENT. The firm was established in 08/02/2018. They have over 3 offices throughout the country.
CANOPY WEALTH MANAGEMENT is a Middleton, Wisconsin based Financial Planning firm with nearly $1,075,968,949 assets under management, offering retirement planning & investment advisory services to 3596 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 297717 |
| SEC# | 801-113774 |
| Assets Managed by Firm | $1,075,968,949 |
| No. of Clients | 3596 |
| No. of Advisors | 22 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3596 | $1,075,968,949 |
| Individuals (other than high net worth individuals) | 544 | $238,703,916 |
| High net worth individuals | 332 | $830,843,971 |
| Charitable organizations | 6 | $6,212,951 |
| Corporations or other businesses | 1 | $208,111 |
More Retirement Planning firms in Middleton, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $262,082,656,098 | 19 | 209 |
| $247,790,348,025 | 316065 | 4071 | |
| $128,675,520,784 | 272 | 483 | |
| $32,032,395,000 | 361 | 62 | |
| $25,569,711,808 | 27 | 12 |
Explore More Retirement Advisors in Middleton, Wisconsin