Blue Canyon Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blue Canyon Wealth is a small, solo-practitioner advisory firm that primarily serves individual (including non-high-net-worth) clients, as well as trusts and small-business plan sponsors. The firm offers ongoing portfolio management for individuals, standalone financial planning services provided for fixed fees, and retirement-plan consulting and management for small employers, and it also facilitates access to third‑party advisers and TAMPs.
Portfolios are developed through a written Investment Policy Statement and emphasize a long-term approach using fundamental analysis, modern portfolio theory, quantitative methods, and technical analysis. Although the firm is registered with limited discretionary authority, its stated policy is to contact clients for approval before placing trades; custody, execution, and model portfolio tools are provided through multiple custodians and platform partners.
Noteworthy aspects disclosed in the brochure include that nearly all reported client assets are managed on a non‑discretionary basis, the firm’s principal operates affiliated insurance businesses and an online estate‑planning platform (with commission or referral revenue disclosed), and the firm refers clients to other advisers and may receive a portion of third‑party fees. The firm also does not act as a private‑fund adviser and combines percentage‑of‑AUM (tiered by custodian) billing with fixed planning fees—features that are uncommon for firms of this size.
Client services
Expertise
Fee options
Standalone financial planning services at fixed fees ranging from $50 to $1,500 depending on scope.
$0 - $999,999: 0.95% annually $1,000,000 - $4,999,999: 0.75% annually $5,000,000+: 0.55% annually
Commission-based compensation earned through insurance product sales by the firm's principal as a licensed insurance agent.
Main office
1445 Huntington Dr, Ste 325
South Pasadena CA 91030
Advisors at this office
1
Most active in
California
Also doing business as
Blue Canyon Wealth · Strategic Choices Wealth Advisors Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")