Canopy Wealth Management Employee Directory

Q: What is Canopy Wealth Management known for?

Canopy Wealth Management was founded in 2018. Canopy Wealth Management operates in the Financial Services industry.

Q: How many employees does Canopy Wealth Management have currently?

Canopy Wealth Management has approximately 20 employees.

Financial ServicesUnited States11-50 Employees

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.

Find Canopy Wealth Management employees' phone numbers or email addresses

Canopy Wealth Management Global Highlights

North America
18

United States Of America
18

Canopy Wealth Management's Leadership

M. B.
Chief Operating Officer / Chief Compliance Officer
Mobile Phone
Email
M. C.
Chief Operating Officer Chief Compliance Officer
Mobile Phone
Email
E. M.
Founder & Wealth Advisor
Mobile Phone
Email
C. W.
Founder & Wealth Advisor
Mobile Phone
Email
M. A.
Director Of Operations
Mobile Phone
Email
K. J. M.
Director Of Operations
Mobile Phone
Email
C. P.
Director Of Client Services
Mobile Phone
Email
J. L.
Communications Manager
Mobile Phone
Email

Contact profiles from Canopy Wealth Management

Name

Title

Contact Info

Location

Last Update

A. M.
Wealth Advisor
Mobile Phone
Email
United StatesArizona
Sep 12, 2025
B. K.
Wealth Management Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 21, 2025
R. E.
Wealth Advisor
Mobile Phone
Email
Oct 20, 2025
T. H.
Associate Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Aug 12, 2025
N. S.
Investment Operations And Client Service Associate
Mobile Phone
Email
United StatesMichigan
Jul 19, 2025
A. B.
Administrative Assistant
Mobile Phone
Email
United States
Oct 23, 2025

Frequently Asked Questions

What is Canopy Wealth Management known for?

Canopy Wealth Management was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 8215 Greenway Blvd, Suite 540 Middleton, Wisconsin 53562, US; 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?

Canopy 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?

Canopy Wealth Management has approximately 20 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, Canopy Wealth Management's key employees include:

Chief Operating Officer / Chief Compliance Officer: M. B.
Chief Operating Officer Chief Compliance Officer: M. C.
Founder & Wealth Advisor: E. M.
Founder & Wealth Advisor: C. W.
Director Of Operations: M. A.

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