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CANVAS WEALTH ADVISORS, LLC
CANVAS WEALTH ADVISORS, LLC
SHAWNEE, Kansas
·
2 registered advisors
·
CRD# 306343
SEC# 801-117767
1
913-991-8471
01
Firm Overview
AUM
$624M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at CANVAS WEALTH ADVISORS, LLC
2 registered advisors
Drew Ryan Waldron
SHAWNEE, Kansas
CRD# 4999151
Scott Robert Wesley
SHAWNEE, Kansas
CRD# 4402214
05
Office Locations
SHAWNEE, Kansas
2 advisors
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Data sourced from SEC Form ADV filings. CANVAS WEALTH ADVISORS, LLC (CRD# 306343) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.