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CANOPY 360 WEALTH, LLC

OCALA, FL · CRD 296771 · IAPD ↗ · (352) 369-1120

$382.8MRegulatory AUM
8Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — CANOPY 360 WEALTH, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
March 2024 — CANOPY 360 WEALTH, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.