CW
CANOPY WEALTH MANAGEMENT
SEC RegisteredMIDDLETON, WIhttps://canopy-wealth.com608-662-9018
Assets Under Management
$1B–$5B
Employees
12
Office Locations
3 offices
Total Accounts
2608
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsInsurance Companies
Services
investment_managementfinancial_planningestate_planningtax_planningcharitable_givingwealth_managementcash_flow_planningrisk_management
Who they serve
| 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
Scott O Conwell
CHIEF COMPLIANCE OFFICER
Ernest Patrick Moosherr
CHIEF EXECUTIVE OFFICER
Eric David Raether
PRESIDENT
Inc. Ern Michigan
MEMBER
Inc. Ern Wisconsin
MEMBER
Ernest Patrick Moosherr
MEMBER
Eric David Raether
MEMBER
Office locations
3 offices in 3 states
WI
MIDDLETONHQ
MI
BIRMINGHAM
AZ
SCOTTSDALE
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#297717
SEC Number
801-113774
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly
Minimum: $250,000 (waivable)
| 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
Website
canopy-wealth.comPhone
608-662-9018Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
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.