Canopy Wealth Management

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
Industry
Financial Services
Employees
21
Founded
2018
Stock Symbol
COMPO
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Melodie Ace Director of Operations
Email
Eric Raether, Cfp®
Email Phone
Chad Wing, Cfp®, Msfs, Chfc®, Ricp® Founder & Wealth Advisor
Email Phone
David Muehl, Cfp® Wealth Advisor at Canopy Wealth Management
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 Email Phone
General 3 3 1
Executive 3 3 1
Marketing 1 1 0

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