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CANOPY WEALTH MANAGEMENT
ERN FINANCIAL, LLC
CRD 297717 · SEC 801-113774
8215 GREENWAY BOULEVARD, SUITE 540, MIDDLETON, WI, 53562, United States
Phone
608-662-9018
Fax
608-646-7796
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.15B
Discretionary AUM
$1.08B
Team
12 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 299 | $123.3M |
| High net worth individuals | 293 | $1.02B |
| Pension/profit sharing plans | 1 | $2.0M |
| Charitable organizations | 5 | $11.3M |
| Corporations/business entities | 3 | $207K |
States served
AZ, AR, CA, CO, IL, IN, MD, MI, MN, NE, NM, NY, OH, PA, SC, UT, VA, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD