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Canopy Wealth Management Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Canopy Wealth Management is a fee-based, independent wealth management firm that offers customized portfolio management and comprehensive wealth planning. Based in Middleton, Wisconsin, the company emphasizes fiduciary standards and unbiased advice, aiming to align solutions with clients’ long-term financial security across all stages of life. Its service approach centers on putting client needs first, providing tailored strategies rather than a one-size-fits-all offering.

Operating within the financial services industry, Canopy Wealth Management targets individual investors seeking personalized guidance and planning. As a registered investment adviser, the firm presents its platform as informational and prudent in nature, focusing on risk-aware approaches to preserve and grow client wealth. The organization communicates a commitment to autonomy and client-first service within a framework that supports long-term financial outcomes.

Find Canopy Wealth Management employees' phone numbers or email addresses

Canopy Wealth Management Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Canopy Wealth Management's Leadership

  • Stylized image of a person
    M. C.
    Chief Operating Officer Chief Compliance Officer
    Mobile Phone

Canopy Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Accounting
  • Administrative
  • Other

Contact profiles from Canopy Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. C.
    Chief Operating Officer Chief Compliance Officer
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Canopy Wealth Management known for?

Minus sign iconPlus sign iconCanopy Wealth Management was founded in 2018 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-248-663-****
. Explore Canopy Wealth Management's company overview page for more information.

What is Canopy Wealth Management's most common email format?

Minus sign iconPlus sign iconCanopy Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Canopy Wealth Management email formats with LeadIQ.

How many employees does Canopy Wealth Management have currently?

Minus sign iconPlus sign iconCanopy Wealth Management has approximately 18 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Canopy Wealth Management's key employees and leadership?

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As of July 2026, Canopy Wealth Management's key employees include:

  • Chief Operating Officer Chief Compliance Officer: M. C.

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