CANOPY WEALTH MANAGEMENT
SEC RegisteredCare. Competence. Clarity.
About the firm
Canopy Wealth Management is an independent, fiduciary wealth management firm founded by Eric Raether CFP® and Ernie Moosherr MBA, ChFC®. The firm provides personalized wealth and asset management services to individuals and families, currently serving 450+ households across 32 states with over $1 billion in assets under management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (portfolio design & management, alternative investments, concentrated stock strategies, education funding, equity compensation for RSUs/ISOs/NSOs), financial planning (retirement income, wealth and estate planning, succession planning, cash flow & lifestyle planning, risk management), and tax strategies (tax planning & coordination, charitable giving strategies).
Who they serve
Individuals and families including high-income professionals, dedicated savers, multi-generational families, inherited wealth recipients, accountants, early tech employees, attorneys, tech executives, physicians, entrepreneurs, business owners, corporate executives, high earners, sales leaders, and high net-worth individuals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 299 | $123M |
| High Net Worth Individuals | 293 | $1.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 1 | $2.0M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 1.20% |
| $500,001 to $1,500,000 | 0.80% |
| $1,500,001 to $3,000,000 | 0.60% |
| $3,000,001 to $5,000,000 | 0.50% |
| More than $5,000,000 | 0.40% |
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CANOPY WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.