# Canopy 360 Wealth

Canopy 360 Wealth is a Bank / Wealth / Trust based in Ocala, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ocala, United States
- **Region:** North America
- **Address:** Ocala, FL, United States
- **Founded:** 2017
- **Assets under management:** $1.5B
- **Website:** canopy360.com
- **LinkedIn:** https://www.linkedin.com/company/canopy360

## Regulatory record

- **CRD number:** 296771
- **SEC file number:** 801-113494
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-23T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296771

## About

Canopy 360 Wealth began operations in 2018. It functions as a registered investment adviser serving individuals and small businesses. The firm supplies portfolio management, financial planning, and investment management. No asset-class allocations, named holdings, or geographic deployment beyond its Florida base appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified. The firm maintains a conventional RIA structure with no evident hybrid vehicles or succession arrangements beyond standard advisory registration.

## Questions

### Who runs investment decisions at Canopy 360 Wealth?

No named principals or CIO appear in public records. Decision authority rests with the firm's registered advisers.

### Does Canopy 360 Wealth participate in fund commitments or only direct deals?

Available information shows only standard portfolio management and planning services. No fund commitments or direct deals are disclosed.

### What investment stages does Canopy 360 Wealth typically target?

No stage focus is stated. The firm provides general investment management to individuals and small businesses.

## Related profiles

- [Canopus Foundation](https://altss.com/profile/canopus-foundation)
- [Canopy Boulder](https://altss.com/profile/canopy-boulder)

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Last updated: 2026-07-08T21:34:18.735Z

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