Canopy 360 Wealth, LLC

Canopy 360 Wealth, LLC is a Registered Investment Adviser based in Ocala, Florida, established in June 2018. The firm offers investment advisory services tailored to meet clients' needs and objectives, including asset allocation strategies and financial planning consulting. Clients can have discretionary or non-discretionary accounts, with fees ranging from 0.75% to 3.00% annually based on assets under management. Canopy 360 does not charge performance-based fees or engage in side-by-side management. The firm serves individuals and small businesses with no minimum account size requirement. Investment strategies may include asset allocation, dollar-cost averaging, technical analysis, and long-term or short-term purchases. Clients are advised to consult with a tax professional due to potential tax implications. Canopy 360 does not have any reportable disciplinary events in the past ten years and does not have physical custody of client funds. The firm may engage in promoter arrangements for client referrals, with referral fees based on management fees. Clients are responsible for voting their securities, and the firm does not vote proxies on their behalf. Canopy 360 does not provide financial information to clients and is registered with the SEC.