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CANVAS WEALTH ADVISORS, LLC

SHAWNEE, KS · CRD 306343 · IAPD ↗ · canvaswealthadvisors.com · 913-991-8471

$929.2MRegulatory AUM
11Advisory reps
12Employees
10Clients
0Planning clients
7Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — CANVAS WEALTH ADVISORS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2026 — CANVAS WEALTH ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
February 2026 — CANVAS WEALTH ADVISORS, LLC reported RAUM up 30% ($713.0M -> $929.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2024 — CANVAS WEALTH ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
July 2024 — CANVAS WEALTH ADVISORS, LLC now reports 10 private fund(s) ($302.6M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
April 2024 — CANVAS WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($434.0M -> $527.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.