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  2. Ern Financial, LLC Dba Canopy Wealth Management

Filings through Oct 24, 2026.

Ern Financial, LLC Dba Canopy Wealth Management

EIN 82-5499775-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$10.0M assets
Health & Benefits
0
Participants
22
8215 GREENWAY BLVD, STE 540 - MIDDLETON, WI 53562608-665-1714
Plans on this EIN
1 filing
#001401(k)-$10.0M - 22 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CANOPY WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$10.0M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CANOPY WEALTH MANAGEMENT 401(K) PLAN401(k)$10.0M222025
  • CANOPY WEALTH MANAGEMENT 401(K) PLAN$10.0M
    #001 · 401(k) · 202522
Retirement plans
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