Canopy Wealth Management
Financial Services
8215 Greenway Blvd
21 employees
COMPO
- Employees
- 21
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Canopy Wealth Management Overview
- Headquarters
- 8215 Greenway Blvd
- Phone Number
- Available in AeroLeads
- Website
- www.canopy-wealth.com
- Industry
- Financial Services
- Employees
- 21
- Founded
- 2018
- Stock Symbol
- COMPO
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 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.
Canopy Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Canopy Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Melodie Ace | Director of Operations | Greater Madison Area, United States |
Email
|
| Eric Raether, Cfp® | Middleton, Wisconsin, United States |
Email
Phone
|
|
| Chad Wing, Cfp®, Msfs, Chfc®, Ricp® | Founder & Wealth Advisor | Scottsdale, Arizona, United States |
Email
Phone
|
| David Muehl, Cfp® | Wealth Advisor at Canopy Wealth Management | Middleton, Wisconsin, United States |
Email
Phone
|
Employees by Management Level
Director
4 profiles
Individual contributor
3 profiles
Associate / junior
2 profiles
Executive
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |
| Executive | 3 | 3 | 1 |
| Marketing | 1 | 1 | 0 |
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