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CANOPY 360 WEALTH, LLC
CRD 296771 · SEC 801-113494
104 SE 1ST AVENUE, SUITE B, OCALA, FL, 34471, United States
Phone
(352) 369-1120
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$382.8M
Discretionary AUM
$323.7M
Team
9 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $44.9M |
| High net worth individuals | 134 | $305.8M |
| Pension/profit sharing plans | 28 | $31.1M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD