Hedge Fund Database

CANVAS WEALTH ADVISORS, LLC

Adviser information for CANVAS WEALTH ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,980 $527.2M
Non-Discretionary 0 $0
Total 1,980 $527.2M

Clients

Type Number RAUM
Individuals 224 $56.9M
HNW Individuals 159 $437.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 5 $15.6M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 11 $17.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesMANAGEMENT OF SPE'S
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-117767
SEC ERA File Number 801-117767
SEC CIK Numbers 1858782
SEC CRD Numbers 306343
Legal Entity Identifier None

Principal Office

6136 NIEMAN ROAD
SHAWNEE
KS
United States
Monday - Friday, 8-5
Tel: 913-991-8471, Fax: None

Websites

canvaswealthadvisors.com www.linkedin.com/company/canvas-wealth-advisors/ www.instagram.com/canvaswealthadvisors/?hl=en

Chief Compliance Officer

DREW WALDRON
6136 NIEMAN ROAD
SHAWNEE
KS
United States
Tel: 913-991-8471
(Full email address available in API data)

Regulatory Contact

MARK DONALDSON, CFA
PO BOX 7269
KANSAS CITY
MO
United States
Tel: 9137077366
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WESLEY, SCOTT, ROBERT Individual – COFOUNDER, LLC MANAGER 10/2019 < 5%
WALDRON, DREW, RYAN Individual – COFOUNDER/CCO/LLC MANAGER 10/2019 < 5%
Ross, Christopher, M Individual – LLC MANAGER 10/2019 < 5%
DREW & NIKITA WALDRON LIVING TRUST Domestic Entity – LLC MEMBER 10/2019 25-50%
SCOTT & BROOKE WESLEY TRUST Domestic Entity – LLC MEMBER 10/2019 25-50%
CHRISTOPHER M. ROSS REVOCABLE TRUST Domestic Entity – LLC MEMBER 10/2019 10-25%
WESLEY, SCOTT, ROBERT Individual SCOTT & BROOKE WESLEY TRUST TRUSTEE 10/2019 > 75%
WALDRON, DREW, RYAN Individual DREW & NIKITA WALDRON LIVING TRUST TRUSTEE 10/2019 > 75%
Ross, Christopher, M Individual CHRISTOPHER M. ROSS REVOCABLE TRUST TRUSTEE 10/2019 > 75%
RYAN LILJA REVOCABLE TRUST Domestic Entity – LLC MEMBER 01/2023 10-25%
Lilja, Ryan, Matthew Individual RYAN LILJA REVOCABLE TRUST TRUSTEE 07/2010 > 75%

No. Employees, Historic

105020192020202120222023202420257 on 11/10/20197 on 12/12/20197 on 12/13/20197 on 12/16/20197 on 1/2/20207 on 1/31/20207 on 3/26/20207 on 4/11/20207 on 6/28/20207 on 6/29/20207 on 11/4/20206 on 2/11/20216 on 9/13/20216 on 1/5/20229 on 1/28/20229 on 10/1/20229 on 10/1/20229 on 12/6/202210 on 3/15/202310 on 6/22/202310 on 11/9/202310 on 12/26/202310 on 3/28/2024

RAUM, Historic

600M300M0202020212022202320242025101296592 on 3/26/2020101296592 on 4/11/2020101296592 on 6/28/2020101296592 on 6/29/2020101296592 on 11/4/2020293854851 on 2/11/2021293854851 on 9/13/2021293854851 on 1/5/2022491985186 on 1/28/2022491985186 on 10/1/2022491985186 on 10/1/2022491985186 on 12/6/2022434047669 on 3/15/2023434047669 on 6/22/2023434047669 on 11/9/2023434047669 on 12/26/2023527200419 on 3/28/2024

No. Clients, Historic

400200020192020202120222023202420250 on 11/10/20190 on 12/12/20190 on 12/13/20190 on 12/16/20190 on 1/2/20200 on 1/31/202098 on 3/26/202098 on 4/11/202098 on 6/28/202098 on 6/29/202098 on 11/4/2020212 on 2/11/2021212 on 9/13/2021212 on 1/5/2022285 on 1/28/2022285 on 10/1/2022285 on 10/1/2022285 on 12/6/2022339 on 3/15/2023339 on 6/22/2023339 on 11/9/2023339 on 12/26/2023399 on 3/28/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
2023 ETF SERIES TRUST II GMO US QUALITY E 594K 19K –
3M CO COM 9M 69K –
ABBVIE INC COM 220K 1K –
ABRDN ASIA PACIFIC INCOME FU COM 37K 13K –
ADOBE INC COM 222K 413 –
ADVANCED MICRO DEVICES INC COM 8M 56K –
ALPHABET INC CAP STK CL A 15M 88K –
ALPHABET INC CAP STK CL C 1M 8K –
AMAZON COM INC COM 11M 61K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 2M 33K –
AMERICAN CENTY ETF TR INTERNATIONAL LR 519K 10K –
AMERICAN CENTY ETF TR INTL EQT ETF 9M 138K –
AMERICAN CENTY ETF TR US EQT ETF 6M 64K –
AMERICAN CENTY ETF TR US LARGE CAP VLU 2M 25K –
AMERICAN CENTY ETF TR US SML CP VALU 3M 35K –
APPLE INC COM 20M 92K –
ASML HOLDING N V N Y REGISTRY SHS 231K 269 –
BANK AMERICA CORP COM 616K 15K –
BERKSHIRE HATHAWAY INC DEL CL A 3M 4 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 4M 10K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 600K 11K –
BROADCOM INC COM 629K 4K –
CALIFORNIA WTR SVC GROUP COM 623K 12K –
CHEVRON CORP NEW COM 299K 2K –
CISCO SYS INC COM 382K 8K –
CLOROX CO DEL COM 2M 14K –
COSTCO WHSL CORP NEW COM 834K 1K –
CROWDSTRIKE HLDGS INC CL A 2M 8K –
CUSTOM TRUCK ONE SOURCE INC COM CL A 18M 4M –
DENTSPLY SIRONA INC COM 2M 84K –
DIAGEO PLC SPON ADR NEW 390K 3K –
DIMENSIONAL ETF TRUST INTL SMALL CAP V 264K 9K –
DIMENSIONAL ETF TRUST US EQUITY ETF 303K 5K –
ELI LILLY & CO COM 669K 847 –
ENVISTA HOLDINGS CORPORATION COM 764K 45K –
EXXON MOBIL CORP COM 346K 3K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 2M 54K –
FIDELITY WISE ORIGIN BITCOIN SHS 283K 5K –
FIRST SOLAR INC COM 216K 1K –
FORD MTR CO DEL COM 130K 12K –
GLOBE LIFE INC COM 237K 3K –
GOLDMAN SACHS ETF TR ACCES TREASURY 321K 3K –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 12M 111K –
GOLDMAN SACHS ETF TR S&P 500 CORE PRE 575K 12K –
HEALTHCARE RLTY TR CL A COM 301K 17K –
HENRY SCHEIN INC COM 981K 14K –
HOLOGIC INC COM 283K 3K –
HOME DEPOT INC COM 438K 1K –
IDACORP INC COM 623K 6K –
ILLUMINA INC COM 306K 3K –
INTUIT COM 221K 348 –
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 227K 2K –
ISHARES INC CORE MSCI EMKT 624K 12K –
ISHARES TR 0-5YR HI YL CP 1M 24K –
ISHARES TR CORE MSCI EAFE 4M 48K –
ISHARES TR CORE S&P MCP ETF 245K 4K –
ISHARES TR CORE S&P SCP ETF 9M 74K –
ISHARES TR CORE S&P TTL STK 16M 136K –
ISHARES TR CORE S&P US GWT 13M 109K –
ISHARES TR CORE S&P US VLU 6M 65K –
ISHARES TR CORE S&P500 ETF 7M 13K –
ISHARES TR CORE US AGGBD ET 3M 34K –
ISHARES TR EAFE GRWTH ETF 704K 7K –
ISHARES TR IBOXX INV CP ETF 856K 8K –
ISHARES TR NATIONAL MUN ETF 1M 11K –
ISHARES TR S&P 500 GRWT ETF 357K 4K –
ISHARES TR U.S. TECH ETF 2M 11K –
ISHARES TR US CONSUM DISCRE 454K 6K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 582K 10K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 342K 7K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 2M 41K –
JOHNSON & JOHNSON COM 428K 3K –
JPMORGAN CHASE & CO. COM 2M 10K –
KIMBERLY-CLARK CORP COM 1M 9K –
KROGER CO COM 326K 6K –
MARRIOTT INTL INC NEW CL A 228K 956 –
MARTEN TRANS LTD COM 247K 13K –
MASTERCARD INCORPORATED CL A 359K 803 –
MCCORMICK & CO INC COM NON VTG 448K 6K –
MCDONALDS CORP COM 484K 2K –
MERCADOLIBRE INC COM 1M 888 –
MERCK & CO INC COM 293K 3K –
META PLATFORMS INC CL A 1M 3K –
MICROSOFT CORP COM 22M 51K –
MID-AMER APT CMNTYS INC COM 314K 2K –
MISSION PRODUCE INC COM 247K 22K –
MONDELEZ INTL INC CL A 205K 3K –
MORGAN STANLEY COM NEW 223K 2K –
NETFLIX INC COM 275K 441 –
NEXTERA ENERGY INC COM 203K 3K –
NGL ENERGY PARTNERS LP COM UNIT REPST 94K 20K –
NORTHERN TR CORP COM 2M 17K –
NORTHROP GRUMMAN CORP COM 357K 734 –
NVIDIA CORPORATION COM 6M 61K –
ORACLE CORP COM 438K 3K –
PALANTIR TECHNOLOGIES INC CL A 4M 158K –
PALO ALTO NETWORKS INC COM 3M 11K –
PEPSICO INC COM 206K 1K –
PNC FINL SVCS GROUP INC COM 346K 2K –
PROCTER AND GAMBLE CO COM 245K 2K –
PROSPERITY BANCSHARES INC COM 365K 5K –
QIAGEN NV SHS NEW 2M 39K –
REINSURANCE GRP OF AMERICA I COM NEW 445K 2K –
ROGERS CORP COM 254K 2K –
SCHWAB CHARLES CORP COM 705K 11K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 308K 9K –
SCHWAB STRATEGIC TR INTERNL DIVID 284K 11K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 11M 129K –
SEA LTD SPONSORD ADS 640K 10K –
SELECTQUOTE INC COM 77K 19K –
SERVICENOW INC COM 204K 256 –
SHOPIFY INC CL A 527K 9K –
SJW GROUP COM 434K 7K –
SOLVENTUM CORP COM SHS 880K 15K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 477K 13K –
SPDR S&P 500 ETF TR TR UNIT 611K 1K –
SPDR SER TR BLOOMBERG 1-3 MO 275K 3K –
SPDR SER TR NUVEEN BLMBRG SH 553K 12K –
SPDR SER TR NUVEEN BLOOMBERG 228K 9K –
SPDR SER TR PORTFOLIO S&P400 1M 22K –
SSGA ACTIVE ETF TR ULT SHT TRM BD 243K 6K –
STRYKER CORPORATION COM 572K 2K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 477K 3K –
TESLA INC COM 6M 28K –
THERMO FISHER SCIENTIFIC INC COM 629K 1K –
T-MOBILE US INC COM 278K 2K –
UBER TECHNOLOGIES INC COM 10M 153K –
UNITEDHEALTH GROUP INC COM 538K 934 –
VANECK ETF TRUST SEMICONDUCTR ETF 204K 888 –
VANGUARD BD INDEX FDS SHORT TRM BOND 610K 8K –
VANGUARD INDEX FDS GROWTH ETF 3M 9K –
VANGUARD INDEX FDS LARGE CAP ETF 349K 1K –
VANGUARD INDEX FDS MID CAP ETF 419K 2K –
VANGUARD INDEX FDS REAL ESTATE ETF 237K 3K –
VANGUARD INDEX FDS S&P 500 ETF SHS 5M 10K –
VANGUARD INDEX FDS SMALL CP ETF 241K 1K –
VANGUARD INDEX FDS SML CP GRW ETF 892K 3K –
VANGUARD INDEX FDS TOTAL STK MKT 2M 8K –
VANGUARD INDEX FDS VALUE ETF 1M 6K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 532K 7K –
VANGUARD STAR FDS VG TL INTL STK F 3M 43K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 909K 18K –
VANGUARD WORLD FD HEALTH CAR ETF 277K 1K –
VANGUARD WORLD FD INF TECH ETF 309K 562 –
VANGUARD WORLD FD MEGA GRWTH IND 449K 2K –
VERIZON COMMUNICATIONS INC COM 284K 7K –
VISA INC COM CL A 475K 2K –
WALMART INC COM 1M 15K –
WATERS CORP COM 202K 615 –
WERNER ENTERPRISES INC COM 726K 18K –