CANVAS WEALTH ADVISORS, LLC
Firm details
- Headquarters
- SHAWNEE, Kansas
- CRD number
- 306343
- Registered since
- December 11, 2019
- Website
- canvaswealthadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.24%
- Individuals13.52%
- Corporations / Businesses5.16%
- Charitable Organizations2.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Canvas Wealth Advisors, LLC is an independent registered investment adviser that provides financial planning and portfolio management to both individuals/families and institutional clients. Founded and SEC-registered in 2019, the firm offers fee arrangements that include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Advisory capabilities listed in regulatory filings cover financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting services. The firm does not identify as an active ESG investor in the available disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Public Funds/Mutual Funds27%
- Private Funds21%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
1 of 1Luke Ross
COOCRD 7285916
Contacts
3 of 8Reed Roney
Wealth PlannerCRD 7703927
Landon Fisher
InternCRD 8218161
DREW WALDRON
FounderCRD 4999151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 122Active vs passive
$253M in ETFs
68%
$172M
31%
$81.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $26.4M | 185,224 | 10.41% |
Location
SHAWNEE, KS
JOHNSON
Location
SHAWNEE, KS
Headquartered in SHAWNEE, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 6136 Nieman Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
BLDR WEALTH LLC
RIASHAWNEE, KS
PCG WEALTH MANAGEMENT
RIAOVERLAND PARK, KS
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
RIALEAWOOD, KS
CLAYTON WEALTH PARTNERS
RIATOPEKA, KS
LEGACY FINANCIAL STRATEGIES, LLC
RIAOVERLAND PARK, KS
GREENUP STREET WEALTH MANAGEMENT LLC
RIAOVERLAND PARK, KS