Canopy Wealth Management

Canopy Wealth Management

Financial Services, 8215 Greenway BLVD, Middleton, Wisconsin, 85255, United States, 11-50 Employees

canopy-wealth.com

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Who is CANOPY WEALTH MANAGEMENT

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 manage...

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  • 8215 Greenway BLVD, Middleton, Wisconsin, 85255, United States Headquarters: 8215 Greenway BLVD, Middleton, Wisconsin, 85255, United States
  • 2018 Date Founded: 2018
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Canopy Wealth Management Org Chart and Mapping

Employees

Tara Johnson

Director of Operations

Kevin Mazur

Director of Operations

Chad Wing

Founder & Wealth Advisor

Scott Conwell

Chief Operating Officer / Chief Compliance Officer

Jolie Labarre

Communications Manager

Johnathon Campion

Investment Operations & Client Services

Drew Kootman

Chief Investment and Research Officer, Arizona

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Frequently Asked Questions Regarding Canopy Wealth Management

Answer: Canopy Wealth Management's headquarters are located at 8215 Greenway BLVD, Middleton, Wisconsin, 85255, United States

Answer: Canopy Wealth Management's phone number is 80********

Answer: Canopy Wealth Management's official website is https://canopy-wealth.com

Answer: Canopy Wealth Management's revenue is $1 Million to $5 Million

Answer: Canopy Wealth Management's SIC: 6282

Answer: Canopy Wealth Management has 11-50 employees

Answer: Canopy Wealth Management is in Financial Services

Answer: Canopy Wealth Management contact info: Phone number: 80******** Website: https://canopy-wealth.com

Answer: 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.

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