CANOPY 360 WEALTH, LLC

RIASEC RegisteredEst. 2018

Total AUM

$383M

Discretionary

$324M

85% of AUM

Avg account

$403K

Accounts

949

Employees

Advisory reps

Firm details

Headquarters: OCALA, Florida
CRD number: 296771
Registered since: June 25, 2018
Website: www.canopy360.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.88%
Individuals11.72%
Pension & Profit Sharing Plans8.13%
Charitable Organizations0.27%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Canopy 360 Wealth, LLC is an independent registered investment adviser that provides fee-based financial planning and portfolio management for individuals, families and small businesses, alongside educational seminars and workshops. The firm tends to run client portfolios primarily through pooled public funds and mutual funds rather than direct-stock concentrated strategies, and it operates mostly on a discretionary basis. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, allowing flexibility for both ongoing portfolio management and one-off planning work. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It works with a mix of individual/family and institutional clients, and its advisory footprint is relatively concentrated rather than multi-state. Canopy 360 also lists relationships with accounting and insurance firms as part of its industry affiliations.