Canvas Wealth Advisors, Llc
- Regulatory AUM
- $929M
- Discretionary
- $903M
- Clients
- 553
- Avg AUM / client
- $1.7M
- Accounts
- 3,033
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 315 | $126M | 13.5% |
| High net worth individuals | 222 | $736M | 79.2% |
| Charitable organizations | 5 | $19.3M | 2.08% |
| Corporations and other businesses | 11 | $47.9M | 5.16% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $303M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rcbm Holdings Llc | Real Estate Fund | Missouri | $107M | 26 |
| Canvas Oasis Hotel Llc | Real Estate Fund | Missouri | $32.0M | 51 |
| Canvas Southern Az Logistics Center Llc | Real Estate Fund | Missouri | $30.2M | 50 |
| Canvas Flint 94 Center Llc | Real Estate Fund | Missouri | $27.4M | 42 |
| Canvas Merriam Grand Station Llc | Real Estate Fund | Missouri | $25.4M | 50 |
| Canvas Sycamore Creek, Llc | Real Estate Fund | Missouri | $24.0M | 63 |
| Canvas Oasis Lakeport Llc | Real Estate Fund | Missouri | $20.0M | 50 |
| Ross Signature West Pryor Llc | Real Estate Fund | Missouri | $14.5M | 16 |
| Canvas Madison Pe Llc | Real Estate Fund | Missouri | $12.0M | 50 |
| Canvas Stl Old Hickory Llc | Real Estate Fund | Missouri | $10.5M | 36 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Spencer Fane Retirement Plan Spencer Fane Llp | 2024 | |
| Anesthesia Associates Of Kansas City, P.A. 401(k) Profit Sharing Plan Anesthesia Associates Of Kansas City, P.A. | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lilja, Ryan, Matthew | Trustee | Jul 2010 (16y) | ≈ 7.5% – 25% via Ryan Lilja Revocable Trust | |
| Drew Ryan Waldron | Cofounder/Cco/Llc Manager | CFP | Oct 2019 (7y) | ≈ 18.75% – 50% via Drew & Nikita Waldron Living Trust |
| Ross, Christopher, M | Llc Manager | Oct 2019 (7y) | ≈ 7.5% – 25% via Christopher M. Ross Revocable Trust | |
| Scott Robert Wesley | Cofounder, Llc Manager | Oct 2019 (7y) | ≈ 18.75% – 50% via Scott & Brooke Wesley Trust | |
| Luke Daniel Ross | Registered representative | CFP | Aug 2020 (6y) | |
| Joshua Wayne Zach | Registered representative | CFP | Nov 2020 (6y) | |
| Joseph Bennett Morrow | Registered representative | CFP | Sep 2021 (5y) | |
| Reed Benjamin Roney | Registered representative | May 2023 (3y) | ||
| Alex Nicholas Miller | Registered representative | CFP | Aug 2025 (1y) | |
| Landon Kyle Fisher | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Drew & Nikita Waldron Living Trust | Llc Member | Oct 2019 | A | 25% – 50% |
| Scott & Brooke Wesley Trust | Llc Member | Oct 2019 | A | 25% – 50% |
| Christopher M. Ross Revocable Trust | Llc Member | Oct 2019 | A | 10% – 25% |
| Ryan Lilja Revocable Trust | Llc Member | Jan 2023 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lilja, Ryan, Matthew: 75% – 100% of Ryan Lilja Revocable Trust × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Drew Ryan Waldron: 75% – 100% of Drew & Nikita Waldron Living Trust × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Ross, Christopher, M: 75% – 100% of Christopher M. Ross Revocable Trust × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Scott Robert Wesley: 75% – 100% of Scott & Brooke Wesley Trust × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $303M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rcbm Holdings Llc | Real Estate Fund | $107M | $80.0K | 26 |
| Canvas Oasis Hotel Llc | Real Estate Fund | $32.0M | $25.0K | 51 |
| Canvas Southern Az Logistics Center Llc | Real Estate Fund | $30.2M | $25.0K | 50 |
| Canvas Flint 94 Center Llc | Real Estate Fund | $27.4M | $25.0K | 42 |
| Canvas Merriam Grand Station Llc | Real Estate Fund | $25.4M | $25.0K | 50 |
| Canvas Sycamore Creek, Llc | Real Estate Fund | $24.0M | $10.0K | 63 |
| Canvas Oasis Lakeport Llc | Real Estate Fund | $20.0M | $25.0K | 50 |
| Ross Signature West Pryor Llc | Real Estate Fund | $14.5M | $50.0K | 16 |
| Canvas Madison Pe Llc | Real Estate Fund | $12.0M | $25.0K | 50 |
| Canvas Stl Old Hickory Llc | Real Estate Fund | $10.5M | $10.5K | 36 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Spencer Fane Retirement Plan | Spencer Fane Llp | 910 | $264M | 01/01/2024 |
| Anesthesia Associates Of Kansas City, P.A. 401(k) Profit Sharing Plan | Anesthesia Associates Of Kansas City, P.A. | 239 | $181M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 2.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $650M (70% of AUM) Jul 2026
- Charles Schwab & Co. $14.4M (3% of AUM) Dec 2023
- Comerica Trust Services $5.9M (1% of AUM) Dec 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗