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CANOPUS WEALTH MANAGEMENT
C WEALTH MANAGEMENT LLC
CRD 287946
9900 CORPORATE CAMPUS DRIVE, SUITE 2100, LOUISVILLE, KY, 40223-5010, United States
Phone
(502) 882-0820
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$84.1M
Discretionary AUM
$84.0M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $41.8M |
| High net worth individuals | 5 | $39.9M |
| Charitable organizations | 2 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD