Canopy Wealth Management

  • Financial Services
  • Middleton WI
  • 4 employees
  • Financial Services
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Company Overview

Headquarters
8215 Greenway Blvd, Suite 425, Middleton WI
Website
canopy-wealth.com
Employees
4
Founded in
2018
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Company Leadership

Christine Petras

Director Of Client Services

Phone Email

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FAQ

What is the location of Canopy Wealth Management's headquarters?
The headquarters of Canopy Wealth Management are situated at 8215 Greenway Blvd, Suite 425, Middleton WI
What is Canopy Wealth Management's official website?
The official website of Canopy Wealth Management can be found at canopy-wealth.com.
What is Canopy Wealth Management's current revenue?
As of October 2019, Canopy Wealth Management's annual revenue reached $10B.
How many employees does Canopy Wealth Management currently have?
Canopy Wealth Management employs approximately 4+ people as of October 2019
Which industries is Canopy Wealth Management primarily operating in?
Canopy Wealth Management operates in the following industries: Finance, Credit
Who is the Director Of Client Services of Canopy Wealth Management?
Canopy Wealth Management's Director Of Client Services is Christine Petras
When was Canopy Wealth Management founded?
Canopy Wealth Management was founded in 2018.

Employee Directory

Key Employees

Brian Kopp

Wealth Management Advisor

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Melodie Ace

Director of Operations

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Bobby Martin

Operations Associate

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Jolie LaBarre

Communications Manager

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