# David Muehl

> David Muehl is a fee-only financial advisor at Canopy Wealth Management in Middleton, Wisconsin. David charges a percentage of assets (1.2% a year on the first tier of assets managed and a $250,000 asset minimum) and focuses on equity compensation, retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/david-muehl/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Canopy Wealth Management
- **Based in:** Middleton, Wisconsin
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.2% a year on the first tier of assets managed; a $250,000 asset minimum
- **Assets under management (firm):** $1.15B across 2,608 accounts
- **Specialties:** Equity compensation, Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Tech employees, Executives, Physicians, High earners, Founders, Multi-generational families
- **CRD:** 4375044 (https://adviserinfo.sec.gov/individual/summary/4375044)
- **SEC registration:** Investment adviser representative in MI, TX, WI
- **Exams passed:** Series 66 (2002)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.canopy-wealth.com

## Frequently asked questions

### Is David Muehl a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Canopy Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David charges a percentage of assets.

### How much does David charge?

According to Canopy Wealth Management's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed; a $250,000 asset minimum.

### Where is David Muehl based?

David Muehl is based in Middleton, Wisconsin.

### What does David specialize in?

David's specialties include equity compensation, retirement planning, estate & legacy planning, tax planning and small business owners. David works with tech employees, executives, physicians, high earners and founders.

### Is David Muehl registered with the SEC?

Yes. David Muehl is registered as an investment adviser representative in MI, TX and WI (CRD 4375044), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Canopy Wealth Management manage?

Canopy Wealth Management reports $1.15B across 2,608 accounts in assets under management.

### How do I contact David Muehl?

Through David's website, www.canopy-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4375044): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://canopy-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.