ERN FINANCIAL, LLC
Doing business as CANOPY WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$1,153,857,864
Discretionary
$1,076,155,204
Non-discretionary
$77,702,660
Firm details
- CRD number
- 297717
- SEC file number
- 801-113774
- Main office
- MIDDLETON, WI, United States
- Employees
- 12
- SEC status
- Approved
- Website
- HTTPS://WWW.CANOPY-WEALTH.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.