David Muehl
Canopy Wealth Management · Middleton, Wisconsin
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.
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Specialties
Who they serve
- Tech employees
- Executives
- Physicians
- High earners
- Founders
- Multi-generational families
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 | $1.15B across 2,608 accounts |
| SEC registration | Investment adviser representative in MI, TX, WI · CRD 4375044 |
| Exams passed | Series 66 (2002) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.canopy-wealth.com |
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Canopy Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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