Canopus Wealth Management

Canopus Wealth Management (CRD# 287946) is a financial advisory firm headquartered in Louisville, KY. They manage $65,096,603 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $1,627,415
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Canopus Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Steven M. Aldridge
CRD#: 2554962
9900 Corporate Campus Drive, Suite 3000, Louisville, KY 40223

Steven Aldridge (CRD# 2554962) is an Investment Advisor Representative working at Canopus Wealth Management in Louisville, KY and has over 25 years of experience in the finance industry.

2
Stephen C. Collins
CRD#: 2310702
9900 Corporate Campus Drive, Suite 3000, Louisville, KY 40223

Stephen Collins (CRD# 2310702) is an Investment Advisor Representative working at Canopus Wealth Management in Louisville, KY and has over 28 years of experience in the finance industry.

3
Karen A. Parroco
CRD#: 5941491
9900 Corporate Campus Drive, Suite 3000, Louisville, KY 40223

Karen Parroco (CRD# 5941491) is an Investment Advisor Representative working at Canopus Wealth Management in Louisville, KY and has 1 year of experience in the finance industry.

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