BLUE CANYON WEALTH

Overview

Blue Canyon Wealth is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its business model combines percentage-of-AUM and fixed-fee billing, and it identifies itself as a capital allocator — meaning it sources and places capital with outside managers for certain strategies. Investment positioning is equity‑oriented and liquid‑market focused: the firm’s reported assets are concentrated in exchange‑traded equities, which implies a preference for stocks and ETFs as the primary vehicles for client exposures. Blue Canyon Wealth does not report active ESG investing and operates on a single‑state basis, with advisory relationships that appear largely non‑discretionary. The firm maintains an insurance company affiliation and uses annuities among its available solutions, which suggests a mix of retirement and income‑oriented planning alongside growth allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices