Key facts
- CANOPY WEALTH MANAGEMENT is a other based in MIDDLETON, WI.
Registered with the SEC
Form ADV · 2026-04 · CRD 297717- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 12
- Registered office
- MIDDLETON, WI
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ERN FINANCIAL, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CANOPY WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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