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Ernest Devan Moosherr

Canopy Wealth Management

Middleton, WI

Birmingham, MI

CRD 8099267

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Employer firm

Canopy Wealth Management CRD 297717

$1.15B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Canopy Wealth Management

8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-11-13
TX RA APPROVED 2025-11-13
  • MI RA
    APPROVED
    Since 2025-11-13
  • TX RA
    APPROVED
    Since 2025-11-13

Branch Locations

8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States

380 N Old Woodward Unit 290, Birmingham, MI 48009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Los Angeles CA 05/2015 01/2019
Goodonya Encinitas CA 01/2019 07/2019
Club Pilates Encinitas CA 07/2019 09/2019
Red Effect Fitness Encinitas CA 09/2019 01/2020
Stretchlab Solana Beach CA 01/2020 05/2020
Unishippers Ventura CA 08/2020 09/2020
Better.cOm Los Angeles CA 10/2020 04/2021
Motivo Los Angeles CA 04/2021 05/2021
Capsule West Hollywood CA 06/2021 11/2021
Tebra/Kareo Los Angeles CA 11/2021 09/2024
Samsara Los Angeles CA 09/2024 01/2025
Canopy Wealth Management Birmingham MI 04/2025 11/2025
Canopy Wealth Management Birmingham MI 11/2025 Present
  • 05/2015 → 01/2019
    Unemployed
    Los Angeles, CA
  • 01/2019 → 07/2019
    Goodonya
    Encinitas, CA
  • 07/2019 → 09/2019
    Club Pilates
    Encinitas, CA
  • 09/2019 → 01/2020
    Red Effect Fitness
    Encinitas, CA
  • 01/2020 → 05/2020
    Stretchlab
    Solana Beach, CA
  • 08/2020 → 09/2020
    Unishippers
    Ventura, CA
  • 10/2020 → 04/2021
    Better.cOm
    Los Angeles, CA
  • 04/2021 → 05/2021
    Motivo
    Los Angeles, CA
  • 06/2021 → 11/2021
    Capsule
    West Hollywood, CA
  • 11/2021 → 09/2024
    Tebra/Kareo
    Los Angeles, CA
  • 09/2024 → 01/2025
    Samsara
    Los Angeles, CA
  • 04/2025 → 11/2025
    Birmingham, MI
  • 11/2025 → Present
    Birmingham, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-13
  • S65 Uniform Investment Adviser Law Examination
    2025-11-13
Other Names
  • Devan Moosherr

View on SEC IAPD

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