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Canopy 360 Wealth, LLC

Headquartered in OCALA, FL

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Firm Information

Canopy 360 Wealth, LLC is an investment advisor based in Ocala, Florida. The firm manages approximately $315.85 million in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They offer financial planning and portfolio management services.

Canopy 360 Wealth, LLC

104 SE 1ST AVENUE

OCALA, FL 34471

$315.85M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CANOPY 360 WEALTH, LLC has a total of 1 branch locations across the country.
location

OCALA, FL

Advisors at Canopy 360 Wealth, LLC

View All 5 Advisors
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Tatyana E. Kozlovska

RA

OCALA, FL

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Jamie Gump Losito

CFP®, RA

OCALA, FL

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John David Cervellera

RA

OCALA, FL

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William Garrison Reed

RA

OCALA, FL

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Unclaimed
Lance Montgomery Powers

RA

OCALA, FL

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Russell Clay Lindsay

RA

OCALA, FL

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Disclosures

There are no public disclosures for Canopy 360 Wealth, LLC.

Frequently Asked Questions (11)

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