CANOPY 360 WEALTH, LLC
CRD #296771 SEC #801-113494 OCALA, FL (352) 369-1120
SEC Registered
Total AUM
$315.8M
Discretionary
$258.4M
Employees
9
Clients
10
Accounts
858
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $315.8M | $258.4M | $57.5M | 9 | 0 |
| Feb 2024 | $260.6M | $222.2M | $38.5M | 9 | 0 |
| Feb 2023 | $230.6M | $185.8M | $44.8M | 7 | 0 |
| Sep 2022 | $225M | $170.1M | $54.9M | 3 | 8 |
| May 2022 | $225M | $170.1M | $54.9M | 3 | 8 |
| Mar 2022 | $225M | $170.1M | $54.9M | 3 | 8 |
| Feb 2021 | $189.9M | $139.5M | $50.3M | 3 | 0 |
| Oct 2020 | $160.5M | $113.1M | $47.4M | 5 | 0 |
| Jun 2020 | $160.5M | $113.1M | $47.4M | 5 | 0 |
| Mar 2020 | $160.5M | $113.1M | $47.4M | 5 | 0 |
| Mar 2019 | $106.9M | $69.2M | $37.7M | 5 | 0 |
| Oct 2018 | $101.1M | $68.9M | $32.3M | 3 | 0 |
| Sep 2018 | $0 | $0 | $0 | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$315.8M
Discretionary$258.4M
Non-Disc.$57.5M
Employees9
Clients0
DateFeb 2024
Total AUM$260.6M
Discretionary$222.2M
Non-Disc.$38.5M
Employees9
Clients0
DateFeb 2023
Total AUM$230.6M
Discretionary$185.8M
Non-Disc.$44.8M
Employees7
Clients0
DateSep 2022
Total AUM$225M
Discretionary$170.1M
Non-Disc.$54.9M
Employees3
Clients8
DateMay 2022
Total AUM$225M
Discretionary$170.1M
Non-Disc.$54.9M
Employees3
Clients8
DateMar 2022
Total AUM$225M
Discretionary$170.1M
Non-Disc.$54.9M
Employees3
Clients8
DateFeb 2021
Total AUM$189.9M
Discretionary$139.5M
Non-Disc.$50.3M
Employees3
Clients0
DateOct 2020
Total AUM$160.5M
Discretionary$113.1M
Non-Disc.$47.4M
Employees5
Clients0
DateJun 2020
Total AUM$160.5M
Discretionary$113.1M
Non-Disc.$47.4M
Employees5
Clients0
DateMar 2020
Total AUM$160.5M
Discretionary$113.1M
Non-Disc.$47.4M
Employees5
Clients0
DateMar 2019
Total AUM$106.9M
Discretionary$69.2M
Non-Disc.$37.7M
Employees5
Clients0
DateOct 2018
Total AUM$101.1M
Discretionary$68.9M
Non-Disc.$32.3M
Employees3
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0