Canopy Wealth Management Revenue
Financial Services • 
Middleton, Wisconsin, United States • 11-20 Employees
Canopy Wealth Management revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $150,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Key Contacts at Canopy Wealth Management
Ernie Moosherr
Founder & Wealth Advisor
Melodie Ace
Director Of Operations
Chad Wing
Founder & Wealth Advisor
Kevin J. Mazur
Director Of Operations
Christine Petras
Director Of Client Services
Tara Johnson
Director Of Operations
Company overview
| Headquarters | 8215 Greenway Blvd, Suite 540, Middleton, Wisconsin 53562, US |
| Phone number | +12486637505 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Portfolio Management, Estate Planning, Retirement Plan Services, Tax Sensitive Financial Planning |
| Founded | 2018 |
| Employees | 11-20 |
| Socials |
Canopy Wealth Management Email Formats
Canopy Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@canopy-wealth.com), used 88.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@canopy-wealth.com | 88.9% |
{first name} | john@canopy-wealth.com | 11.1% |
About 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 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.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Canopy Wealth Management has 13 employees across 6 departments.
Departments
Number of employees
Funding Data
Canopy Wealth Management has never raised funding before.
Canopy Wealth Management Tech Stack
Discover the technologies and tools that power Canopy Wealth Management's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
Video players
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
Norway
Hong Kong
China
India
Denmark
United KingdomFrequently asked questions
4.8
40,000 users
