CANVAS WEALTH ADVISORS, LLC
SEC RegisteredExceptional Service, Meaningful Connections
About the firm
Canvas Wealth Advisors delivers exceptional financial advisory services and unique investment opportunities, connecting investment strategy and long-term planning within one cohesive framework. The firm works closely with business owners, families, and executives who value direct access, thoughtful strategy, and long-term partnership.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Risk Management, Business Planning, Investment Management, Family Office Services, Wealth Planning, and Retirement Planning. The firm implements diversified strategies across traditional and alternative asset classes including separately-managed accounts, tax credits, currencies, limited partnerships, private placements, real estate opportunities, venture capital, alternative investments, commodities, precious metals, and SMA/ETFs/UITs/closed-end funds.
Who they serve
Business owners, families, and executives; individuals and families who value intentional wealth—those building for the next generation, giving with purpose, cultivating meaningful relationships, and prioritizing experiences that define a well-lived life.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 315 | $126M |
| High Net Worth Individuals | 222 | $736M |
| State/Municipal Entities | 5 | — |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CANVAS WEALTH ADVISORS, LLC 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.