Canopy Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

297717

SEC number

801-113774

Firm type

RIA

Assets under management

$1.2B as of Apr 8, 2026

Website

www.canopy-wealth.com ↗

Phone

608-662-9018

Address

8215 Greenway Boulevard, Middleton, WI, 53562

Advisors at this firm

10 in our index · page 1 of 1

• Melodie Kay AceCRD 4428463 · Middleton, WI
  IA RegisteredRegistration inactive
• Mark Gregory BuchananCRD 6429435 · Middleton, WI
  IA RegisteredRegistration inactive
• Reyn EichenlaubCRD 7548176 · Birmingham, MI
  IA Registered
• Trent Jacob HintonCRD 8118428 · Middleton, WI
  IA Registered
• Brian James KoppCRD 5056514 · Middleton, WI
  IA RegisteredRegistration inactive
• Ernest Patrick MoosherrCRD 1698046 · Birmingham, MI
  IA RegisteredRegistration inactive
• David Michael MuehlCRD 4375044 · Middleton, WI
  IA RegisteredRegistration inactive
• Ernest Devan MoosherrCRD 8099267 · Birmingham, MI
  IA Registered
• Frederick Haas MoosherrCRD 8099394 · Birmingham, MI
  IA Registered
• Eric David RaetherCRD 2480237 · Middleton, WI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.