Adam Reif Uihlein
Investment adviser representative at Canopy Partners
21 yearsExperience
1 stateRegistered in
CFADesignation
$869MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Canopy Partners, LLCApr 2023 to now
- US BancorpJul 2005 to Mar 2023
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Canopy Partners
Legal name: Canopy Partners, LLC
$869MAssets managed
8Clients
3Advisers
3 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
- 7951102
- Firm CRD
- 324812