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Canvas Wealth Advisors, LLC CRD 306343
$929M regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6136 Nieman Road, Shawnee, KS 66203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msec, Llc | Overland Park | KS | 02/2011 | 12/2018 |
| Two West Capital Advisors Llc | Kansas City | MO | 12/2018 | 01/2020 |
| Canvas Wealth Advisors, Llc | Overland Park | KS | 12/2019 | Present |
Minority Member of Arrived Outdoors LLC, a non-investment related outdoor sports and recreational activities club for executives which was formed in 2014 and located in Overland Park, KS. Activities are generally conducted outside of normal business hours. Managing Member of KKSW Properties, LLC, a non-investment related legal entity based in Overland Park, KS which was established in 2021 for the ownership of personal farmland. Activities are generally conducted outside of normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-09 |
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