# Canopy Wealth Management

Canopy Wealth Management is a Bank / Wealth / Trust based in Middleton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Middleton, United States
- **Region:** North America
- **Address:** Middleton, WI, United States
- **Founded:** 2018
- **Assets under management:** $1B+ (Altss estimate)
- **Website:** canopy-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/canopy-wealth-management

## Regulatory record

- **CRD number:** 297717
- **SEC file number:** 801-113774
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297717

## About

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.

## Sectors

- Alternative Investments
- Private Credit
- Hedge Funds
- Real Estate

## Offices

- Michigan
- Arizona

## People

- 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

## 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.

### 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.

## Related profiles

- [Cambridge Capital Management](https://altss.com/profile/cambridge-capital-management)
- [Capital A](https://altss.com/profile/capital-a)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/canopy-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology