Member · Canopy Wealth Management
David M. Muehl
CRD 4375044 · Named on Form ADV at one SEC-registered adviser
At a glance
Canopy Wealth Management, an SEC-registered wealth manager based in Middleton, WI with $1.2 billion in regulatory assets, lists David M. Muehl on its Form ADV as Member.
Firms and roles
- Canopy Wealth ManagementMemberWealth manager · Middleton, WI · $1.2B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Eric D. RaetherPresident, Canopy Wealth Management
- Ernest P. MoosherrChief Executive Officer, Canopy Wealth Management
- Mark G. BuchananChief Compliance Officer/coo, Canopy Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.