Canopy 360 Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ocala, FL. Its latest Form ADV filing, dated January 23, 2026, reports $383M in regulatory assets under management, 9 employees, and 949 accounts.
Assets Under Management
$383M
Employees
9
Offices
--
Total Clients
341
Primary office
OCALA, FL
104 SE 1ST AVENUE, SUITE B, OCALA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.5% of total clients.
Top client categories% of clientsClients
1
Individuals
52.5%
179
2
HNWI
39.3%
134
3
Pension Plans
8.2%
28
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$383Mas of January 23, 2026
Discretionary84.6%
$324M
85% of total RAUM84.6%
Non-discretionary15.4%
$59M
15% of total RAUM15.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$383M
Total Accounts949
10Y AUM Change+$383M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee38:1
10Y Employee Change+6 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.