CANVAS WEALTH ADVISORS, LLC

CRD

306343

SEC file #

801-117767

EIN

831998407

DBA names

—

Economics

AUM

$929.2M

AUM band

$500M-$1B

AUM trajectory

'21 · $101.3M

'22 · $492.0M

'23 · $492.0M

'25 · $713.0M

'26 · $929.2M

'21'26

$101.3M → $929.2M▲ +817%

sec adv history

Client mix

Individuals Other	315
Individuals High Net Worth	222
Corporations	11
Charitable Organizations	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 7 advisors

'22 · 8 advisors

'23 · 8 advisors

'25 · 10 advisors

'26 · 10 advisors

'20'26

7 advisors → 10 advisors▲ +43%

sec adv history

Primary office

SHAWNEE KS

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

01/23/2026

ADV-W filed at

—

Website

canvaswealthadvisors.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

DREW & NIKITA WALDRON LIVING TRUST

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

DREW & NIKITA WALDRON LIVING TRUST

CHRISTOPHER M. ROSS REVOCABLE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CANVASWEALTHADVISORS.COM

Rdap Domain Creation Date

2019-05-29T15:14:32Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

67,623

Form 5500 Compensation Trajectory 3y

2026	45,835
2025	21,788

Form 5500 Plan Count Trajectory 3y

2025	2
2026	1

Schedule C Total Compensation

67,623

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001858782

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2021-04-26

Edgar Last Filing Date

2026-04-28

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-28

Accession0001858782-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1936

Soi Zip Pct 200k Plus

0.0248

Soi Zip Returns 200k Plus

240

Soi Zip Total AGI

627,912

Fdic Zip Total Deposits

20,567,622,000

Fdic Zip Branch Count

272

Fdic Zip Top Banks

Capitol Federal Savings Bank

Commerce Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	40
E*trade	4

adv brochure

Edgar Addresses

Mailing

6136 NIEMAN RD.SHAWNEE, KS 66203

Business

6136 NIEMAN RD.SHAWNEE, KS 66203

Edgar EIN

831998407

Edgar Recent Filings

13F-HR2026-04-28 · 0001858782-26-000004

13F-HR2026-01-12 · 0001858782-26-000002

Fdic Zip Branches Raw

The Shawnee State BankShawnee, KS

Fdic Zip HHI

1008.84

Fdic Zip Top Bank Share Pct

23.5

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-05-29T15:14:32Z

Rdap Domain Last Changed

2025-05-30T18:03:20Z

Rdap Nameservers

Ns53.domaincontrol.comNs54.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	28,992
Returns	2,260

Stub 2

AGI	94,138
Returns	2,500

Stub 3

AGI	116,520
Returns	1,890

Soi Zip Total Business Income

20,790

Soi Zip Total Cap Gains

11,486

Soi Zip Total Dividends

6,341

Soi Zip Total Returns

9,660

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