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CANOPY 360 WEALTH, LLC
CRD 296771File 801-113494
APPROVED
Retail clients
Custody
Filing as of Jan 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$382.8M
Below cohort median (national)
Discretionary AUM
$323.7M
Non-discretionary $59.1M
Clients
341
949 accounts
Employees
9
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 25, 2018
- Principal office
- 104 SE 1ST AVENUE, SUITE B, OCALA, FL, 34471
- Phone
- (352) 369-1120
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $382.8M
- Discretionary AUM
- $323.7M
- Non-discretionary AUM
- $59.1M
- Discretionary accounts
- 861
- Non-discretionary accounts
- 88
- Total accounts
- 949
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.0M |
| High net worth individuals | 134 | $305.8M |
| Pension and profit sharing plans | 28 | $31.1M |
| Individuals (other than high net worth individuals) | 179 | $44.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.