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 organized as an LLC and operating since 2019. The firm serves both individual and family clients as well as institutional investors, offering a mix of financial planning and portfolio management services. Its advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting. Compensation is primarily fee-based, with fees charged as a percentage of assets under management alongside hourly and fixed-fee arrangements. Canvas does not identify itself as an active ESG investor and is not positioned as a multi-state adviser or a dedicated capital allocator.
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 1
Luke Ross
COOCRD 7285916
Contacts
3 of 8
Scott Wesley
Co-FounderCRD 4402214
Joshua Zach
Wealth AdvisorCRD 7053988
Drew Waldron
FounderCRD 4999151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 250Active vs passive
$572M in ETFs
68%
$389M
31%
$183M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $31.6M | 192,444 | 5.53% |
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