CANOPY 360 WEALTH, LLC

104 Se 1st Avenue
Suite B
Ocala, Florida 34471
Tel: (352) 369-1120

About CANOPY 360 WEALTH, LLC

CANOPY 360 WEALTH, LLC, formally registered with the SEC as CANOPY 360 WEALTH, LLC. The firm was established in 06/25/2018. They have over 1 offices throughout the country.

CANOPY 360 WEALTH, LLC is a Ocala, Florida based Financial Planning firm with nearly $315,848,608 assets under management, offering retirement planning & investment advisory services to 858 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296771
SEC#	801-113494
Assets Managed by Firm	$315,848,608
No. of Clients	858
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	858	$315,848,608
Individuals (other than high net worth individuals)	175	$39,311,297
High net worth individuals	121	$246,070,699
Pension and profit sharing plans	32	$29,454,491
Charitable organizations	Fewer than 5 clients	$1,012,121

More Retirement Planning firms in Ocala, Florida:

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GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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