Scott Robert Wesley
Investment adviser representative at Canvas Wealth Advisors, LLC
15 yearsExperience
1 stateRegistered in
$929.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Canvas Wealth Advisors, LLCDec 2019 to now
- Two West Capital Advisors LLCDec 2018 to Jan 2020
- Msec, LLCFeb 2011 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (KS).
Canvas Wealth Advisors, LLC
$929.2MAssets managed
553Clients
9Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4402214
- Firm CRD
- 306343