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 $1,474,786,629 assets under management, offering retirement planning & investment advisory services to 4059 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297717
SEC#	801-113774
Assets Managed by Firm	$1,474,786,629
No. of Clients	4059
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4059	$1,474,786,629
Individuals (other than high net worth individuals)	574	$237,748,054
High net worth individuals	401	$1,219,383,419
Pension and profit sharing plans	2	$4,127,167
Charitable organizations	12	$13,333,784
Corporations or other businesses	3	$194,205

More Retirement Planning firms in Middleton, Wisconsin:

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ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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