Canopy 360 Wealth, LLC
Canopy 360 Wealth, LLC is an SEC-registered wealth manager in Ocala, FL with $382.8M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Canopy 360 Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296771, SEC 801-113494, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $382.8M (2026-01-23)
- Firm type
- Wealth Manager
- Location
- Ocala, FL
- Employees
- 9
- Clients
- 341
- CRD
- 296771
- Ownership
- POWERS, LANCE, MONTGOMERY; LINDSAY FINANCIAL SERVICES, LLC; POWERS WEALTH MANAGEMENT, LLC; LINDSAY, RUSSELL, CLAY; LOSITO, JAMIE, GUMP
How much AUM does Canopy 360 Wealth, LLC have?
Canopy 360 Wealth, LLC reported $382.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Canopy 360 Wealth, LLC?
Disclosed owners and executives of Canopy 360 Wealth, LLC include POWERS, LANCE, MONTGOMERY, LINDSAY FINANCIAL SERVICES, LLC, POWERS WEALTH MANAGEMENT, LLC, LINDSAY, RUSSELL, CLAY, LOSITO, JAMIE, GUMP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.