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Canopy Wealth Management
Canopy Wealth Management formed in 2018 around a team that traces its advisory lineage back more than 30 years. Founder Ernie Moosherr anchors the firm...
Canopy Wealth Management
Canopy Wealth Management formed in 2018 around a team that traces its advisory lineage back more than 30 years. Founder Ernie Moosherr anchors the firm alongside a roster of CFP® and ChFC® practitioners including Eric Raether, David Muehl, and Brian Kopp — the group operates from Middleton, Wisconsin, with additional offices in Michigan and Arizona. The firm deploys client capital across liquid public markets, alternative investments, concentrated stock strategies, and private credit. Its stated focus on "Alternative Investments" runs alongside portfolio design, equity compensation planning for holders of RSUs, ISOs, and NSOs, and tax-coordinated charitable giving. Canopy serves 450 households from high-net-worth individuals to pension plans, managing more than $1 billion in aggregate client assets (Altss estimate). The advisory team lists 13 professionals on its website, spanning wealth management, financial planning, and insurance designations. The firm maintains no publicly disclosed LinkedIn presence, which aligns with a relationship-driven regional model rather than a digital-marketing posture. Its "Ongoing Relationship" pitch emphasizes multi-generational cash-flow alignment and succession planning, extended by partnerships with outside tax and legal counsel. The firm’s architecture rests on a multi-adviser, owner-operator model — lifetime fiduciaries providing personal CFO services under a single RIA. Unlike scaled roll-up RIAs, Canopy keeps the adviser headcount at the partnership table, with Moosherr family members serving alongside longtime colleagues, which anchors succession inside the firm rather than to an external acquirer.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Middleton
Corporate office
Middleton, WI, United States
Additional offices
Michigan · Arizona
Principals
Ernie Moosherr
Wealth Advisor
Eric Raether
Wealth Advisor
Mark Buchanan
Wealth Advisor
David Muehl
Wealth Advisor
Brian Kopp
Wealth Advisor
Reyn Eichenlaub
Wealth Advisor
Devan Moosherr
Wealth Advisor
Fritz Moosherr
Wealth Advisor
Trent Hinton
Wealth Advisor
Christine Petras
Wealth Advisor
Melodie Ace
Wealth Advisor
Andrew Belfield
Wealth Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Canopy Wealth Management?
Founder Ernie Moosherr leads a team of CFP® and ChFC® practitioners that includes Eric Raether and David Muehl. The firm operates as a registered investment adviser where portfolio design and management decisions sit with the adviser group rather than a centralized CIO. Its website lists 13 advisory professionals but provides no separate investment committee composition.
How does Canopy source its alternative investment offerings?
Canopy lists "Alternative Investments" among its core services alongside private credit, concentrated stock strategies, and equity compensation planning. The firm does not publicly disclose specific fund relationships, co-investment partners, or placement channels. Practitioners appear to source alternatives on a client-by-client basis rather than through a proprietary fund-of-funds platform.
Is Canopy structured as a single family office or does it operate more like a wealth management practice?
Canopy Wealth Management operates as a registered investment adviser — a fiduciary practice serving approximately 450 families, not a single-family office. While Moosherr family members hold prominent roles, the firm channels no disclosed legacy fortune and functions as a multi-client RIA with a tax-strategy and retirement-income emphasis.
Does Canopy participate in fund commitments or only direct deals?
Canopy provides portfolio design and management services that include liquid securities and alternative investments, but the firm does not publicly break out its allocation between direct deals and fund commitments. Its alternative-investment arm likely spans private credit, hedge funds, and real estate, though specific strategies and vehicles remain undisclosed.
How is Canopy’s succession planning shaped by its adviser ownership?
The firm lists multiple Moosherr family members among its advisers, which signals internal succession rather than an outside sale. Its published services include explicit succession-planning engagements for clients, matching the owner-operator structure where lifetime fiduciaries prepare for generational handoffs at the practice level.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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