Canopy Wealth Management
Canopy Wealth Management is a fee-based firm that adheres to the highest fiduciary standards, providing our clients with advice that is truly unbiased. We are an independent wealth management firm providing customized portfolio management and wealth planning services for clients in all phases of life. Our advisors always put client needs first and have helped them achieve long-term financial success and security. Disclosure: Canopy Wealth Management is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Content may be dated. Links to third party sites, or information is from a reasonably reliable source.
7-day free trial · no credit card
Verified contacts
19
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
0
tools in use
Monthly traffic
328
organic / mo
Sign up free to see all 19 verified contacts at Canopy Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- CP
Christine Petras
Director of Client Services · Customer/Client Service
EmailPhone - KJ
Kevin J. Mazur
Director of Operations · Operations
EmailPhone - MA
Melodie Ace
Director of Operations · Operations
EmailPhone - DM
David Muehl
Wealth Advisor · Finance & Accounting
EmailPhone - DM
Devan Moosherr
Client Relationship Manager · Customer/Client Service
EmailPhone - FM
Fritz Moosherr
Wealth Advisor · Finance & Accounting
EmailPhone - RE
Reyn Eichenlaub
Wealth Advisor · Finance & Accounting
EmailPhone - NS
Nikolas Senkowski
Investment Operations and Client Service Associate · Operations
EmailPhone - CW
Chad Wing
Founder & Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Canopy Wealth Management
13 distinct titles indexed · top 10 shown.
- 3director of operations
- 3wealth advisor
- 2founder & wealth advisor
- 1administrative assistant
- 1associate wealth advisor
- 1client relationship manager
- 1communications manager
- 1director of client services
- 1intern
- 1investment operations & client services
- +3more titles
Sign up to unlock all 19 contacts at Canopy Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 19 verified contacts at Canopy Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.