Canvas Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$861,965,149
Clients
537
Advisors
9
of 12 employees
About
Canvas Wealth Advisors serves individuals and families (including high‑net‑worth clients), trusts, estates, charitable organizations and business clients, and also provides retirement‑plan advisory services. In addition to financial planning and discretionary portfolio management, the firm acts as an administrative manager for private pooled real estate investment vehicles and offers project‑oriented consulting.
The firm implements diversified portfolios guided by modern portfolio theory, using mutual funds, ETFs, individual securities and, where appropriate, illiquid private fund interests; it generally manages accounts on a discretionary basis and may delegate investment authority to third‑party managers. For its private real estate funds CWA handles administrative tasks and ongoing monitoring and reporting while delegating development work to outside parties.
What distinguishes CWA from many peers is its dual role as both a discretionary adviser to retail and institutional clients and as an adviser/administrative manager for private pooled real estate vehicles, with related compensation disclosed to investors. The firm operates at scale for a boutique team (managing roughly $929 million in client assets with a small advisory team), relies on custodial relationships that provide institutional research and technology support, and does not vote client proxies.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging from $1,500 to $100,000 for financial planning/consulting services
$100 - $300 per hour for financial planning/consulting services
Account minimum: $500,000 Minimum fee: $5,000 annual minimum fee, may be waived at firm's discretion
Main office
6136 Nieman Road
Shawnee KS 66203
Advisors at this office
9
Most active in
Colorado · Florida · Kansas · Missouri · Nebraska · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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