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| Canopy 360 Wealth LLC
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| |
|---|---|
| CRD # | 296771 |
| SEC # | 801-113494 |
| CIK # | |
| AUM | $260.6 MM (2024-02-14) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 352-369-1120 |
| Address | 104 SE 1st Avenue Ocala, FL 34471 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 30.3 |
| (b) Individuals (high net worth individuals) | 121 | 209.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 20.4 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 772 | 260.6 |
| By Discretionary | ||
| Discretionary | 687 | 222.2 |
| Non-Discretionary | 85 | 38.5 |
| Total | 772 | 260.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.6 | |
| Total | 772 | 260.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Leconte Wealth Management LLC
✚
|
TN | 0.3 |
|
Taylor Securities Inc
✚
|
TN | 0.3 |
|
Letson Investment Management Inc
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|
GA | 0.3 |
|
Dover Advisors LLC
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|
VA | 0.3 |
|
Trisperity Advisors LLC
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|
TX | 0.3 |
|
GKV Capital Management Co Inc
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|
CA | 0.3 |
|
Miramontes Capital LLC
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|
CA | 0.3 |
|
BBJS Financial Advisors LLC
✚
|
WA | 0.3 |
|
Cannon Beach Consultants Inc
✚
|
CA | 0.3 |
|
Tate Wealth Management
✚
|
CA | 0.3 |