ERN FINANCIAL, LLC
Legal name: CANOPY WEALTH MANAGEMENT
CRD #297717 SEC #801-113774 MIDDLETON, WI 608-662-9018
SEC Registered
Total AUM
$1.5B
Discretionary
$1.2B
Employees
14
Clients
10
Accounts
4,059
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.5B | $1.2B | $233.7M | 14 | 0 |
| Jun 2025 | $1.5B | $1.2B | $233.7M | 14 | 0 |
| Feb 2025 | $1.5B | $1.2B | $233.7M | 20 | 0 |
| Nov 2024 | $1.3B | $1.1B | $185.5M | 20 | 0 |
| Aug 2024 | $1.3B | $1.1B | $185.5M | 20 | 0 |
| Aug 2024 | $1.3B | $1.1B | $185.5M | 20 | 0 |
| Apr 2024 | $1.3B | $1.1B | $185.5M | 21 | 0 |
| Mar 2024 | $1.3B | $1.1B | $185.5M | 21 | 0 |
| Jan 2024 | $1.1B | $930.6M | $145.4M | 21 | 0 |
| Jan 2024 | $1.1B | $930.6M | $145.4M | 22 | 0 |
| Mar 2023 | $1.1B | $930.6M | $145.4M | 22 | 0 |
| Jan 2023 | $1.1B | $930.6M | $145.4M | 22 | 0 |
| Nov 2022 | $1.2B | $1.1B | $121.4M | 22 | 0 |
| Jul 2022 | $1.2B | $1.1B | $121.4M | 21 | 0 |
| Mar 2022 | $1.2B | $1.1B | $121.4M | 20 | 0 |
| Jun 2021 | $716.3M | $653.9M | $62.4M | 19 | 0 |
| Mar 2021 | $716.3M | $653.9M | $62.4M | 13 | 0 |
| Feb 2021 | $606.7M | $566.1M | $40.6M | 13 | 0 |
| Oct 2020 | $606.7M | $566.1M | $40.6M | 13 | 0 |
| Jul 2020 | $606.7M | $566.1M | $40.6M | 13 | 0 |
| Jul 2020 | $606.7M | $566.1M | $40.6M | 13 | 0 |
| Jun 2020 | $589.4M | $553.8M | $35.5M | 12 | 0 |
| Mar 2020 | $589.4M | $553.8M | $35.5M | 12 | 0 |
| Mar 2019 | $583.2M | $555.6M | $27.6M | 8 | 0 |
| Nov 2018 | $517.6M | $517M | $570K | 8 | 0 |
| Aug 2018 | $0 | $0 | $0 | 8 | 0 |
| Jul 2018 | $0 | $0 | $0 | 8 | 0 |
DateJun 2025
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$233.7M
Employees14
Clients0
DateJun 2025
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$233.7M
Employees14
Clients0
DateFeb 2025
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$233.7M
Employees20
Clients0
DateNov 2024
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$185.5M
Employees20
Clients0
DateAug 2024
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$185.5M
Employees20
Clients0
DateAug 2024
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$185.5M
Employees20
Clients0
DateApr 2024
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$185.5M
Employees21
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$185.5M
Employees21
Clients0
DateJan 2024
Total AUM$1.1B
Discretionary$930.6M
Non-Disc.$145.4M
Employees21
Clients0
DateJan 2024
Total AUM$1.1B
Discretionary$930.6M
Non-Disc.$145.4M
Employees22
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$930.6M
Non-Disc.$145.4M
Employees22
Clients0
DateJan 2023
Total AUM$1.1B
Discretionary$930.6M
Non-Disc.$145.4M
Employees22
Clients0
DateNov 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$121.4M
Employees22
Clients0
DateJul 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$121.4M
Employees21
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$121.4M
Employees20
Clients0
DateJun 2021
Total AUM$716.3M
Discretionary$653.9M
Non-Disc.$62.4M
Employees19
Clients0
DateMar 2021
Total AUM$716.3M
Discretionary$653.9M
Non-Disc.$62.4M
Employees13
Clients0
DateFeb 2021
Total AUM$606.7M
Discretionary$566.1M
Non-Disc.$40.6M
Employees13
Clients0
DateOct 2020
Total AUM$606.7M
Discretionary$566.1M
Non-Disc.$40.6M
Employees13
Clients0
DateJul 2020
Total AUM$606.7M
Discretionary$566.1M
Non-Disc.$40.6M
Employees13
Clients0
DateJul 2020
Total AUM$606.7M
Discretionary$566.1M
Non-Disc.$40.6M
Employees13
Clients0
DateJun 2020
Total AUM$589.4M
Discretionary$553.8M
Non-Disc.$35.5M
Employees12
Clients0
DateMar 2020
Total AUM$589.4M
Discretionary$553.8M
Non-Disc.$35.5M
Employees12
Clients0
DateMar 2019
Total AUM$583.2M
Discretionary$555.6M
Non-Disc.$27.6M
Employees8
Clients0
DateNov 2018
Total AUM$517.6M
Discretionary$517M
Non-Disc.$570K
Employees8
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0