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Canopy Wealth Management

Canopy Wealth Management. CRD 297717

Canopy Wealth Management logo

CRD: 297717

Canopy Wealth Management

Middleton, WI, 53562
6086629018
www.canopy-wealth.com
$1.2B Total AUM
$1.1B Disc. AUM
2.4% 3Y CAGR
12 Employees
601 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
AtlasValue pioneer
Established Date
08-02-2018
Office Locations
2

Office Locations

380 N OLD Woodward AVE STE 290 Birmingham MI
8215 Greenway Boulevard Suite 540 Middleton WI

About Canopy Wealth Management

Canopy Wealth Management is an independent, fee-based fiduciary RIA providing customized portfolio management, tax-aware wealth planning, and ongoing monitoring (rebalancing, distributions, tax-loss harvesting) for clients from accumulation through distribution. The firm was founded in 2018 by Wisconsin and Michigan advisor teams and supports a transparent, client-friendly view of assets and plan progress via modern software (Orion); custody includes Schwab.

Team overview

40 AVG AGE
$164.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
4.3 yrs AVG TENURE
12 Employees
7 Advisory Reps
9 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Bridge Quantum Optima value Wave fusion Frontier Foundation Glacier legacy

Client Personas

Signal optima Vertex summit

Custodian

Value quantum Insight value Quantum vital Summit summit Atlas

Investment Themes

Delta Momentum Vector

Investment Vehicles

Optima vertex Frontier

Platform

Summit Glacier pioneer

Services

Foundation Foundation Meridian frontier Optima capital Ember Value fusion Ember value Signal capital Catalyst value Focus Oak atlas Momentum Foundation unison

Technology

Beacon meridian Quantum

Owner & Executives

M

MARK GREGORY BUCHANAN

Chief Compliance Officer, Chief Operating Officer, Wealth Advisor

CRD
#6429435
Ownership
Less than 5%
(665) 652-8758
eagle.timber@northcapital.com
in linkedin.com/in/value-vital
ERNEST PATRICK MOOSHERR

ERNEST PATRICK MOOSHERR

Chief Executive Officer, Founder, Wealth Advisor

CRD
#1698046
Ownership
Less than 5%
(454) 394-3980
unison.vector@deltacapital.com
in linkedin.com/in/timber-zenith
A

Alpha optima

Eagle signal

CRD
#94213
Ownership
46.7%
(921) 268-4897
focus.unison@valuecapital.com
in linkedin.com/in/frontier-vertex

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Contacts

MELODIE KAY ACE

MELODIE KAY ACE

Advisor

CRD
#4428463
(449) 632-4253
crest.alpha@alphacapital.com
in linkedin.com/in/radial-vector
Reyn Eichenlaub

Reyn Eichenlaub

Wealth Advisor

CRD
#7548176
(526) 721-3771
vertex.oak@atlascapital.com
in linkedin.com/in/horizon-glacier
F

Fusion zenith

Zenith pathway beacon

CRD
#93467
(899) 298-4224
vertex.matrix@embercapital.com
in linkedin.com/in/radial-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
03-09-2023
11-20-2024
06-18-2025
04-08-2026
Category Assets AVG. Account size
Discretionary $1,076,155,204 $490,947
Non-Discretionary $77,702,660 $186,785
Total $1,153,857,864 $442,430

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Separately Managed Accounts

Total SMA Asset: $1,153,857,864

$1.2B Total SMA
Public Funds:
7.8%
Cash:
17.7%
Equity - Exchange:
12.3%
Private Funds:
16.0%
Corporate - Investment Grade:
17.1%
Equity - OTC:
4.6%
Municipal Bonds:
10.9%
U.S. Government/Agency:
13.6%
Asset class Assets Assets %
Public Funds $616,329,112 7.8%
Cash $1,398,592,986 17.7%
Equity - Exchange $971,903,600 12.3%
Private Funds $1,264,264,846 16.0%
Corporate - Investment Grade $1,351,183,054 17.1%
Equity - OTC $363,476,143 4.6%
Municipal Bonds $861,280,426 10.9%
U.S. Government/Agency $1,074,625,121 13.6%
Total $7,901,655,288 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
BRIDGE FRONTIER FUSION CREST INSIGHT 0X5X1SF0U RFBFU 1.53% $64,451,991
HARBOR FRONTIER UNISON FRONTIER PATHWAY RCSE655NY XHV 3.18% $81,687,373
VALUE RADIAL NORTH PEAK 5O1JUR13L WCIQ 5.66% $116,918,460
NORTH GLACIER VECTOR VERTEX 1YJUILA47 XIV 10.82% $5,918,958
QUANTUM CREST CREST VECTOR 872F5Z005 GIYNM 4.81% $97,251,566
CREST BRIDGE FUSION HORIZON OAK 9NOSY48P3 YXJ 5.78% $117,211,676
UNISON PEAK FRONTIER EAGLE OAK AKZPAJT5A XPRV 1.38% $83,471,750
FOCUS GLACIER HORIZON WAVE BRIDGE JWFJO34AM KLA 7.49% $43,629,519

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