Joshua Wayne Zach
Investment adviser representative at Canvas Wealth Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$929.2MFirm assets
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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
12 years in the industry.
- Canvas Wealth Advisors, LLCNov 2020 to now
- Edward JonesDec 2018 to Oct 2020
- CognizantJun 2015 to Dec 2018
- Natural Baseball AcademyDec 2014 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
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
- 7053988
- Firm CRD
- 306343