Canopy 360 Wealth, LLC
● SEC registered since 2018CRD 296771SEC# 801-113494Ocala, FL
Reg. AUM
$382.8M
Employees
9
Accounts
949
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 $382.8 million in regulatory assets under management and employs 9 people.
Canopy 360 Wealth, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lance Montgomery Powers Control | Chief Compliance Officer | Under 5% | 2018 |
| Lindsay Financial Services, LLC Control | Partner | 25-50% | 2018 |
| Powers Wealth Management, LLC Control | Partner | 50-75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Canopy 360 Wealth, LLC manage?
Canopy 360 Wealth, LLC reports $382.8 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
| Address | 104 SE 1st Avenue, Suite B, Ocala, FL 34471 |
| Phone | (352) 369-1120 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$382.8M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$382.8Mregulatory AUM
Discretionary $323.7MNon-discretionary $59.1M