Overview
Assets Under Management: $316 million
Headquarters: OCALA, FL
High-Net-Worth Clients: 121
Average Client Assets: $2 million
Frequently Asked Questions
CANOPY 360 WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #296771), CANOPY 360 WEALTH, LLC is subject to fiduciary duty under federal law.
CANOPY 360 WEALTH, LLC is headquartered in OCALA, FL.
CANOPY 360 WEALTH, LLC serves 121 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, CANOPY 360 WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CANOPY 360 WEALTH, LLC manages $316 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, CANOPY 360 WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 858
Discretionary Accounts: 770
Non-Discretionary Accounts: 88
Regulatory Filings
CRD Number: 296771
Last Filing Date: 2025-02-07 00:00:00
Website: https://canopy360.com