Scott
Wesley

Canvas Wealth Advisors, LLC

CRD#4402214
Investment Advisor
in Shawnee, KS

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About this Advisor

Scott Wesley is a financial advisor who works out of Shawnee, Kansas who has 4 years of relevant experience. Wesley is an employee of Canvas Wealth Advisors, LLC. Over the course of their career, Wesley has held roles at Msec, LLC, Two West Capital Advisors LLC and Canvas Wealth Advisors, LLC. Wesley has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas. Canvas Wealth Advisors, LLC is a registered investment business that has its headquarters in Shawnee, KS. It has a total of 10 people on staff. It controls $434 million in total assets among its 1,742 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm provides financial advice to five charities and foundations. Of its 1,742 client accounts, 38% are associated with high-net-worth investors who have greater than $1 million in assets. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees usually are based on the type of services offered. However, fees charged by Canvas Wealth Advisors, LLC can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6136 Nieman Road
Shawnee, KS 66203

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Canvas Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$434,047,669

KS Average: $2,243,162,756
Total Number of Employees

10

KS Average: 44
Total Number of Accounts

1,742

KS Average: 4,091
Average Account Size

$249,166

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Scott Wesley Work History

Scott has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Canvas Wealth Advisors, LLC

2018 - Present (6 years)

Two West Capital Advisors LLC

2011 - 2018 (7 years)

Msec, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Wesley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Canvas Wealth Advisors, LLC

Drew Waldron
Shawnee, KS
Scott Wesley
Shawnee, KS
Joseph Morrow
Shawnee, KS
Joshua Zach
Shawnee, KS
Luke Ross
Shawnee, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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