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CANVAS WEALTH ADVISORS, LLC
CRD 306343 · SEC 801-117767
6136 NIEMAN ROAD, SHAWNEE, KS, 66203, United States
Phone
913-991-8471
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$929.2M
Discretionary AUM
$902.8M
Team
11 total employees; 10 advisory reps; 10 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 315 | $125.7M |
| High net worth individuals | 222 | $736.3M |
| Charitable organizations | 5 | $19.3M |
| Corporations/business entities | 11 | $47.9M |
States served
KS, NE, MO, TX, NH
All web addresses on file
Official SEC filing: View on IAPD