CANOPY 360 WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$382,820,511
Discretionary
$323,748,226
Non-discretionary
$59,072,285
Firm details
- CRD number
- 296771
- SEC file number
- 801-113494
- Main office
- OCALA, FL, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.