Blue Canyon Wealth

Overview

Blue Canyon Wealth is a small California-based wealth management firm organized as a corporation that serves individual and family clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses, along with selecting third-party advisers when appropriate. It lists an affiliation with an insurance company and identifies itself as a capital allocator, indicating that it places client capital with outside managers in addition to managing portfolios directly. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices