Blue Canyon Wealth

Overview

Blue Canyon Wealth is an independent, owner-operated registered investment adviser that focuses on providing financial planning and portfolio management to individuals and families. The firm acts as a capital allocator, selecting third-party managers when appropriate, and charges clients via a combination of AUM-based fees and fixed fees. Its advisory scope includes financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Blue Canyon Wealth is not positioned as an ESG investor and does not present itself as a multi-state or pension consultant adviser. The firm lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices