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Canopy 360 Wealth, LLC
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Overview Share
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Ocala, Florida
$160.5 million AUM
1 office

Canopy 360 Wealth, LLC is based in Ocala, Florida and has $160.5 million in assets under management.

Location
112 East Fort King Street
Ocala, FL 34471
Contact
$160.5 million
AUM
5
Employees
AUM Share
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$160,539,979
Assets under management
389 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 185 $38,113,426 24% $206,019
High net worth individuals 40 $114,965,282 72% $2,874,132
Pension and profit sharing plans 14 $7,461,271 5% $532,948
Employees Share
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5
Employees
3
Investment analysts
60% of total employees
AUM per employee Share
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$160,539,979
Assets under management
$32,107,996
AUM per employee
$53,513,326
AUM per investment analyst
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Compensation

Canopy 360 Wealth, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Canopy 360 Wealth, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 296,771
SEC number 801-113494
Legal structure Limited Liability Company
Legal governance Florida, United States
Latest ADV filing date March 27, 2020

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