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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, LANCE, MONTGOMERY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| POWERS WEALTH MANAGEMENT, LLC | DE | PARTNER | D | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
| LINDSAY FINANCIAL SERVICES, LLC | DE | PARTNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LOSITO, JAMIE, GUMP | I | POWERS WEALTH MANAGEMENT, LLC | F | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| LINDSAY, RUSSELL, CLAY | I | LINDSAY FINANCIAL SERVICES, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
| POWERS, LANCE, MONTGOMERY | I | POWERS WEALTH MANAGEMENT, LLC | E | Control |
Registrations
Federal
IA
Feb 7, 2025 REGISTERED
Notice Filings (1)
FL
Address
104 SE 1ST AVENUESUITE B
OCALA, FL 34471
United States
Phone: (352) 369-1120