CANOPUS WEALTH MANAGEMENT

Overview

Canopus Wealth Management is an independent, fee-based registered advisory firm organized as an LLC that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges a percentage-of-assets fee and serves both individual/family and institutional clients. It reports being single-state and not positioned as a capital allocator or pension consultant. Canopus does not identify as an active ESG investor. The firm lists an industry affiliation with accounting professionals, suggesting tax and accounting coordination is part of its client service model.

Assets & Accounts

Public Holdings

Investments & Alternatives