Canopy 360 Wealth, LLC

RIASEC Registered

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 began SEC registration in 2018. The firm operates as an LLC and serves both individual/family and institutional clients. Its advisory offerings center on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm works in conjunction with external professionals such as accountants and insurance companies when appropriate and relies on third-party managers rather than acting as a direct capital allocator.