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| Keyboard |
| Canopy 360 Wealth LLC
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|---|---|
| CRD # | 296771 |
| SEC # | 801-113494 |
| CIK # | |
| AUM | 382.8 M (2026-01-23) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 352-369-1120 |
| Address | 104 SE 1st Avenue Ocala, FL 34471 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 44.9 |
| (b) Individuals (high net worth individuals) | 134 | 305.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 31.1 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 949 | 382.8 |
| By Discretionary | ||
| Discretionary | 861 | 323.7 |
| Non-Discretionary | 88 | 59.1 |
| Total | 949 | 382.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.8 | |
| Total | 949 | 382.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Sandeep Varma Wealth Strategies LLC
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CA | 383.6 M |
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Commonwealth Retirement Investments LLC
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VA | 377.0 M |
|
ICW Investment Advisors LLC
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AZ | 376.6 M |
|
Dorval Corporation
✚
|
MN | 373.9 M |
|
Cordant Inc
✚
|
OR | 370.5 M |