Allocator Index · CRD 306343

CANVAS WEALTH ADVISORS, LLC

Shawnee, KS · 913-991-8471 · canvaswealthadvisors.com

SEC IAPD record ↗

Fit score

90

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

222

Other individuals

315

HNW assets

$736.3M

Total AUM

$929.2M

Employees

12

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
RCBM HOLDINGS LLCReal Estate Fund$106.7M
CANVAS OASIS HOTEL LLCReal Estate Fund$55.3M
CANVAS OASIS LAKEPORT LLCReal Estate Fund$33.3M
CANVAS MERRIAM GRAND STATION LLCReal Estate Fund$25.4M
CANVAS SYCAMORE CREEK, LLCReal Estate Fund$24.0M
CANVAS MADISON PE LLCReal Estate Fund$12.0M
CANVAS STL OLD HICKORY LLCReal Estate Fund$10.5M
CANVAS FLINT 94 CENTER LLCReal Estate Fund$0
CANVAS SOUTHERN AZ LOGISTICS CENTER LLCReal Estate Fund$0