Investment adviser · CRD 296771
CANOPY 360 WEALTH, LLC
Investment adviser filing (IA)
OCALA, FL, United States · Form ADV filed Jan 23, 2026
- Regulatory AUM
- $383M Form ADV · Item 5.F
- Client accounts
- 949 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 134 | $305,803,005 | 79.9% |
| Individuals | 179 | $44,879,129 | 11.7% |
| Retirement plans | 28 | $31,107,168 | 8.1% |
| Charities | Fewer than 5 | $1,031,209 | 0.3% |
Filing source
Form ADV 2043266 · Jan 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
104 SE 1ST AVENUE, SUITE BOCALA, FL, 34471, United States
CRD 296771
Filing source
Form ADV 2043266 · Jan 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.