CANOPY 360 WEALTH, LLC

CANOPY 360 WEALTH, LLC of OCALA, FL is an SEC-registered investment adviser (CRD 296771). Regulatory assets under management: $382.8M.

Registration

• CRD: 296771
• SEC file number: 801-113494
• Type: Registered investment adviser
• Location: 104 SE 1ST AVENUE, SUITE B, OCALA, FL, 34471
• Phone: (352) 369-1120
• Latest filing: 2026-01-23
• Regulatory AUM: $382.8M
• Discretionary AUM: $323.7M
• Non-discretionary AUM: $59.1M
• Clients: 9
• Accounts: 949

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296771 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search