Canopy Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Middleton, WI. Its latest Form ADV filing, dated April 8, 2026, reports $1.2B in regulatory assets under management, 12 employees, 3 offices, and 2,608 accounts.
Assets Under Management
$1.2B
Employees
12
Offices
3 offices
Total Clients
601
Primary office
MIDDLETON, WI
8215 GREENWAY BOULEVARD, SUITE 540, MIDDLETON, WI, United States
Top client segmentIndividuals represent 49.8% of total clients.
Top client categories% of clientsClients
1
Individuals
49.8%
299
2
HNWI
48.8%
293
3
Charitable
0.8%
5
4
Corporations
0.5%
3
5
Pension Plans
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 8, 2026
Discretionary93.3%
$1.1B
93% of total RAUM93.3%
Non-discretionary6.7%
$78M
7% of total RAUM6.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts2,608
10Y AUM Change+$1.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee50:1
10Y Employee Change+4 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.