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Canopy 360 Wealth, LLC

● SEC registered since 2018CRD 296771SEC# 801-113494Ocala, FL
Export (members)
Reg. AUM
$315.8M
Employees
9
Accounts
858
Location
Ocala, FL

Canopy 360 Wealth, LLC assets under management

Canopy 360 Wealth, LLC is a registered investment adviser overseen by the SEC based in Ocala, FL. The firm has been registered since 2018. It reports $315.8 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/canopy360View on SEC.gov ↗

Canopy 360 Wealth, LLC owners & executives

6 reported
NameTitleOwnershipSince
Lance Montgomery Powers ControlChief Compliance OfficerUnder 5%2018
Lindsay Financial Services, LLC ControlPartner25-50%2018
Powers Wealth Management, LLC ControlPartner50-75%2018
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Frequently asked questions

How much does Canopy 360 Wealth, LLC manage?

Canopy 360 Wealth, LLC reports $315.8 million in regulatory assets under management on its Form ADV.

How many employees does Canopy 360 Wealth, LLC have?

Canopy 360 Wealth, LLC reports 9 employees.

Where is Canopy 360 Wealth, LLC located?

Canopy 360 Wealth, LLC is based in Ocala, FL and has been SEC-registered since 2018.

Does Canopy 360 Wealth, LLC disclose fund performance?

Canopy 360 Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address104 SE 1st Avenue, Suite B, Ocala, FL 34471
Phone(352) 369-1120
Office hours8 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$258.4M
Non-discretionary$57.5M
Total (RAUM)$315.8M