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VerifiedFinancial Services· Founded 2018

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.

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HeadquartersMiddleton, United StatesEmployees20(11 to 50)Annual revenue<$1MFounded year2018Websitecanopy-wealth.comLinkedIn profileLinkedIn

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

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19 contacts with verified email or phone · masked until revealed.

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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

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