A complete list of active advisors currently associated with Canvas Wealth Advisors, LLC

Warmer can help you find a great advisor at Canvas Wealth Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Canvas Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.