Regulatory information and important notices for our clients and prospective clients.
Canyon Strategic Wealth, LLC is a Registered Investment Adviser. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Additional information about Canyon Strategic Wealth, including its advisory services, fees, and business practices, is available through the Investment Adviser Public Disclosure (IAPD) database at adviserinfo.sec.gov.
As a registered investment adviser, Canyon Strategic Wealth has a fiduciary duty to act in the best interest of our clients. This fiduciary duty is a fundamental principle of our firm and guides all of our actions and recommendations.
Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Diversification does not guarantee profit or protect against loss.
Canyon Strategic Wealth does not provide tax or legal advice. The information provided on this website and in our advisory services is for general informational and educational purposes. We encourage clients to consult with their tax professional and/or attorney for specific tax and legal guidance.
Client assets are held by Charles Schwab & Co., Inc., a qualified custodian. Canyon Strategic Wealth does not take custody of client funds or securities. Schwab provides account statements directly to clients on at least a quarterly basis. Clients should compare the information on their custodial statements to reports provided by Canyon Strategic Wealth.
A copy of our Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplement) is available upon request and is filed with the SEC. These documents provide detailed information about our qualifications, business practices, and fees. To request a copy, please contact us at jake@canyonstrategicwealth.com.
When client testimonials and endorsements are presented on this website, they may not represent the experience of all clients and are not indicative of future performance or success. Any testimonials would be provided voluntarily and without compensation.
Last updated: February 2026