DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Canvas Wealth Advisors, LLC

Independent wealth managerShawnee, KansasCRD 306343SEC 801-117767website IAPD

Latest filing Aug 17, 2026

First filing on the tape Nov 10, 2019 · 36 filings

SEC status approved since Dec 11, 2019

RAUM

$929M

reported, Item 5.F

Discretionary

97%

of RAUM

Private clients

93%

$862M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$116M

derived; firm RAUM over IAPD count

Employees

11 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

36 filings and snapshots on the tape

RAUM$929M as of Aug 17, 2026

Feb 11, 2021$294M then

HNW client RAUM$736M as of Aug 17, 2026

Feb 11, 2021$286M then

State-registered IARs (5.B.3)6 as of Aug 17, 2026

Jan 31, 20202 then

Employees (5.A)12 as of Aug 17, 2026

Jan 31, 20207 then

Private funds7 as of Aug 17, 2026

Jan 28, 20259 then

RAUM +30% over the last fiscal year+29% a year over threeIARs 6 to 6offices 1 to 0

Practice profile

derived from the filing of Aug 17, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)

RAUM per advisor: $116MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 67derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.3MderivedHNW RAUM over HNW clients
Average account: $306,350derivedRAUM over accounts (5.F.2.f)
Discretionary: 97%derivedof RAUM
Institutional: 2.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.5derivedItem 5.A over advisors
Advisors per office: 8.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +30%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +21%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for pooled vehicles, pension consultingreportedItem 5.G
Custody: $342M, 304 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$736M79%
Individuals$126M14%
Corporations and businesses$47.9M5.2%
Charitable organizations$19.3M2.1%

Individual clients: 315reported
HNW clients: 222reported
Pension plan clients: n/areported
Charitable clients: 5reported
Accounts: 3,033reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: $342M for 304 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

8 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Scott Robert Wesley	Shawnee, Ks	Dec 13, 2019	24 y	4
Drew Ryan WaldronCertified Financial Planner	Shawnee, Ks	Dec 13, 2019	15 y	3
Luke Daniel RossCertified Financial Planner	Shawnee, Ks	Aug 12, 2020	22 y	0
Joshua Wayne ZachCertified Financial Planner	Shawnee, Ks	Nov 2, 2020	11 y	1
Joseph Bennett MorrowCertified Financial Planner	Shawnee, Ks	Sep 8, 2021	12 y	0
Reed Benjamin Roney	Shawnee, Ks	May 24, 2023	19 y	0
Alex Nicholas MillerCertified Financial Planner	Shawnee, Ks	Aug 5, 2025	14 y	1
Landon Kyle Fisher	Shawnee, Ks	Apr 15, 2026	15 y	0

Advisor movement

2 left, 0 joined in 12 months

net -2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 25% of current headcount3 left over 36 months

Left, latest

Christopher Luke Knauth to Mariner
Nov 20, 2025 · RIA to affiliated broker-dealer or bank
Ryan James Meda to Savvy
Nov 13, 2025 · RIA to RIA
Drake Christensen Thatcher to Ima Advisory Services, Inc.
Nov 20, 2024 · RIA to RIA

Joined, latest

Alex Nicholas Miller from Creative Planning
Aug 5, 2025 · RIA to RIA
Ryan James Meda from Fidelity Personal And Workplace Advisors
Jul 25, 2024 · Affiliated broker-dealer or bank to independent RIA
Joshua Wayne Zach from Edward Jones
Nov 2, 2020 · Affiliated broker-dealer or bank to independent RIA
Scott Robert Wesley from Two West Capital Advisors LLC
Dec 13, 2019 · Other
Drew Ryan Waldron from Two West Capital Advisors LLC
Dec 13, 2019 · Other

Every departure Every arrival

Private funds

10 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
Rcbm Holdings LLC	Real Estate Fund	$107M	26	Jun 13, 2024
Canvas Oasis Hotel LLC	Real Estate Fund	$32.0M	51	Jun 13, 2024
Canvas Southern Az Logistics Center LLC	Real Estate Fund	$30.2M	50	Jun 13, 2024
Canvas Flint 94 Center LLC	Real Estate Fund	$27.4M	42	Jun 13, 2024
Canvas Merriam Grand Station LLC	Real Estate Fund	$25.4M	50	Jun 13, 2024
Canvas Sycamore Creek, LLC	Real Estate Fund	$24.0M	63	Jun 13, 2024
Canvas Oasis Lakeport LLC	Real Estate Fund	$20.0M	50	Jun 13, 2024
Ross Signature West Pryor LLC	Real Estate Fund	$14.5M	16	Jun 13, 2024
Canvas Madison Pe LLC	Real Estate Fund	$12.0M	50	Jun 13, 2024
Canvas Stl Old Hickory LLC	Real Estate Fund	$10.5M	36	Jun 13, 2024

Owners and control persons

Schedule A and B, latest filing

Ryan Drew Waldron · Cofounder/Cco/LLC Managercontrol
since 10/2019 · owns less than 5%
Robert Scott Wesley · Cofounder, LLC Managercontrol
since 10/2019 · owns less than 5%
Matthew Ryan Lilja · Trusteecontrol
since 07/2010 · owns 75% or more of Ryan Lilja Revocable Trust
M Christopher Ross · Trusteecontrol
since 10/2019 · owns 75% or more of Christopher M. Ross Revocable Trust
Ryan Drew Waldron · Trusteecontrol
since 10/2019 · owns 75% or more of Drew & Nikita Waldron Living Trust
Robert Scott Wesley · Trusteecontrol
since 10/2019 · owns 75% or more of Scott & Brooke Wesley Trust
M Christopher Ross · LLC Manager
since 10/2019 · owns less than 5%

Entity owners

Drew & Nikita Waldron Living Trust · LLC Member
direct · owns 25% to 50%
Scott & Brooke Wesley Trust · LLC Member
direct · owns 25% to 50%
Christopher M. Ross Revocable Trust · LLC Member
direct · owns 10% to 25%
Ryan Lilja Revocable Trust · LLC Member
direct · owns 10% to 25%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Shawnee, Ks · principal	8	1	2

Offices

Schedule D 1.F, the 25 largest

Wichita, KS1 employees

What changed

consecutive filings, newest first

Advisory employees · 10 to 11
Jul 10, 2026 to Aug 17, 2026
Employees · 11 to 12
Jul 10, 2026 to Aug 17, 2026
Private funds · 9 to 7
Jul 10, 2026 to Aug 17, 2026
Accounts · 2,500 to 3,033
Dec 8, 2025 to Jan 23, 2026
Corporate clients · 12 to 11
Dec 8, 2025 to Jan 23, 2026
HNW clients · 186 to 222
Dec 8, 2025 to Jan 23, 2026
Individual clients · 257 to 315
Dec 8, 2025 to Jan 23, 2026
Assets in custody · $294M to $342M
Dec 8, 2025 to Jan 23, 2026
Discretionary RAUM · $690M to $903M
Dec 8, 2025 to Jan 23, 2026
HNW RAUM · $567M to $736M
Dec 8, 2025 to Jan 23, 2026
Individual RAUM · $82.8M to $126M
Dec 8, 2025 to Jan 23, 2026
Non-discretionary RAUM · $23.2M to $26.4M
Dec 8, 2025 to Jan 23, 2026
RAUM · $713M to $929M
Dec 8, 2025 to Jan 23, 2026
Other offices · 1 to 0
Aug 9, 2025 to Dec 8, 2025
Financial planning clients · 0 to 0
Jan 28, 2025 to Aug 9, 2025
Accounts · 1,989 to 2,500
Dec 10, 2024 to Jan 28, 2025
Corporate clients · 11 to 12
Dec 10, 2024 to Jan 28, 2025
HNW clients · 159 to 186
Dec 10, 2024 to Jan 28, 2025
Individual clients · 224 to 257
Dec 10, 2024 to Jan 28, 2025
Pooled vehicle clients · 9.0 to unset
Dec 10, 2024 to Jan 28, 2025
Assets in custody · $248M to $294M
Dec 10, 2024 to Jan 28, 2025
Private funds · 10 to 9
Dec 10, 2024 to Jan 28, 2025
Discretionary RAUM · $624M to $690M
Dec 10, 2024 to Jan 28, 2025
HNW RAUM · $437M to $567M
Dec 10, 2024 to Jan 28, 2025
Individual RAUM · $56.9M to $82.8M
Dec 10, 2024 to Jan 28, 2025
Non-discretionary RAUM · $0 to $23.2M
Dec 10, 2024 to Jan 28, 2025
Pooled vehicle RAUM · 97015730.0 to unset
Dec 10, 2024 to Jan 28, 2025
RAUM · $624M to $713M
Dec 10, 2024 to Jan 28, 2025
Advisory employees · 9 to 10
Nov 20, 2024 to Dec 10, 2024
Employees · 10 to 11
Nov 20, 2024 to Dec 10, 2024
State-registered IARs · 4 to 6
Nov 20, 2024 to Dec 10, 2024
Accounts · 1,980 to 1,989
Jun 13, 2024 to Jul 11, 2024
Pooled vehicle clients · unset to 9.0
Jun 13, 2024 to Jul 11, 2024
Assets in custody · $151M to $248M
Jun 13, 2024 to Jul 11, 2024
Discretionary RAUM · $527M to $624M
Jun 13, 2024 to Jul 11, 2024
Pooled vehicle RAUM · unset to 97015730.0
Jun 13, 2024 to Jul 11, 2024
RAUM · $527M to $624M
Jun 13, 2024 to Jul 11, 2024
Assets in custody · $217M to $151M
Mar 28, 2024 to Jun 13, 2024
Private funds · unset to 10
Mar 28, 2024 to Jun 13, 2024
Accounts · 1,742 to 1,980
Dec 26, 2023 to Mar 28, 2024

Signals

8 dated events

Canvas Wealth Advisors, Llc reported RAUM $929.2M, up 30% from $713.0M (2025-12-08 to 2026-01-23)
Jan 23, 2026 · RAUM change · derived
Christopher Luke Knauth left Canvas Wealth Advisors, Llc for Mariner (registered 2026-09-03)
Nov 20, 2025 · Advisor changed firm · fact
Ryan James Meda left Canvas Wealth Advisors, Llc for Savvy (registered 2025-11-12)
Nov 13, 2025 · Advisor changed firm · fact
Drake Christensen Thatcher left Canvas Wealth Advisors, Llc for Ima Advisory Services, Inc. (registered 2025-05-22)
Nov 20, 2024 · Advisor changed firm · fact
Matthew Ryan Lilja (Trustee) appeared on Schedule A of Canvas Wealth Advisors, Llc
Mar 15, 2023 · Control person joined · fact
Canvas Wealth Advisors, Llc reported RAUM $492.0M, up 67% from $293.9M (2022-01-05 to 2022-01-28)
Jan 28, 2022 · RAUM change · derived
Canvas Wealth Advisors, Llc reported RAUM $293.9M, up 190% from $101.3M (2020-11-04 to 2021-02-11)
Feb 11, 2021 · RAUM change · derived
Canvas Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Nov 10, 2019 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business phone: 816-203-0113reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/canvas-wealth-advisorsreportedpublic record, Form ADV, Sep 17, 2026
Website: canvaswealthadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 913-991-8471reportedpublic record, Form ADV, Aug 17, 2026
Contact form: canvaswealthadvisors.com/get-in-touchreportedpublished by the firm, firm site, Sep 15, 2026
Team page: canvaswealthadvisors.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $116Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

Canvas Wealth Advisors, LLC is the same institution as 1 record in Real Estate Funds.

Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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