# Canopy 360 Wealth, LLC

> Canopy 360 Wealth, LLC is an SEC-registered investment advisory firm in Ocala, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 296771
- Filed as: CANOPY 360 WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ocala, FL
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296771
- AdvisorCensus page: https://advisorcensus.com/firm/canopy-360-wealth-llc-ocala-fl-296771

## Quick answers

**How is Canopy 360 Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Canopy 360 Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Canopy 360 Wealth, LLC located?**
Canopy 360 Wealth, LLC's principal office is in Ocala, FL, according to its Form ADV.

**Is Canopy 360 Wealth, LLC registered with the SEC or a state?**
Canopy 360 Wealth, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296771.

**How much does Canopy 360 Wealth, LLC manage?**
Canopy 360 Wealth, LLC reports $382,820,511 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (85% discretionary).

**How have Canopy 360 Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Canopy 360 Wealth, LLC: Regulatory assets under management: $189,858,046 in the October 2021 data and $382,820,511 in the October 2026 data, up 102%. Total employees: 3 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Canopy 360 Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (179); high net worth individuals (134); pension and profit sharing plans (but not the plan participants or government pension plans) (28).

**Which custodians does Canopy 360 Wealth, LLC use?**
Canopy 360 Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James as a custodian holding 10% or more of its separately managed account assets.

**Does Canopy 360 Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296771

**Does Canopy 360 Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 23, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Canopy 360 Wealth, LLC's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 6 to 8. Regulatory assets under management went from $315,848,608 to $382,820,511 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 23, 2026)

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $382,820,511
- Discretionary: $323,748,226
- Non-discretionary: $59,072,285

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 179 | $44,879,129 |
| High net worth individuals | 134 | $305,803,005 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $31,107,168 |
| Charitable organizations | Fewer than 5 | $1,031,209 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- canopy-360.net
- canopy-360.org
- canopy360.com
- canopy360.net
- rethinkcpw.com
- Facebook @canopy360
- LinkedIn @canopy360

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $189,858,046 | 3 | February 24, 2021 |
| October 2022 | $225,012,818 | 3 | September 28, 2022 |
| October 2023 | $230,578,081 | 7 | February 24, 2023 |
| October 2024 | $260,628,490 | 9 | February 14, 2024 |
| October 2025 | $315,848,608 | 9 | February 7, 2025 |
| October 2026 | $382,820,511 | 9 | January 23, 2026 |

Regulatory assets under management: $189,858,046 in the October 2021 data and $382,820,511 in the October 2026 data, up 102%.
Total employees: 3 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 6 to 8.
- Regulatory assets under management went from $315,848,608 to $382,820,511 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Canopy 360 Wealth, LLC (CRD 296771): Form ADV filing data as of October 2026.