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Canopy 360 Wealth, LLC

Canopy 360 Wealth, LLC. CRD 296771

Canopy 360 Wealth, LLC logo

CRD: 296771

Canopy 360 Wealth, LLC

Ocala, FL, 34471
3523691120
www.canopy360.com
$382.8M Total AUM
$323.7M Disc. AUM
19.6% 3Y CAGR
9 Employees
341 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Raymond James
Clients
Retail and Institutional
Platforms
North
Established Date
06-25-2018
Office Locations
1

Office Locations

104 SE 1ST Avenue Suite B Ocala FL

About Canopy 360 Wealth, LLC

Canopy 360 Wealth, LLC is an Ocala, FL RIA serving families—often business owners and entrepreneurs—with holistic financial planning and investment management. The team emphasizes client education and ongoing engagement, coordinating retirement, tax, estate, and insurance planning alongside portfolio construction. Portfolios skew to diversified public funds and ETFs with a meaningful fixed-income allocation; custody includes Charles Schwab and Raymond James.

Team overview

39 AVG AGE
$47.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.2 yrs AVG TENURE
9 Employees
8 Advisory Reps
8 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Fusion legacy Ember Momentum

Client Personas

Momentum

Custodian

Bridge vertex Alpha meridian Matrix alpha Legacy radial Delta

Investment Themes

Harbor vital Harbor pioneer Glacier harbor

Investment Vehicles

Momentum ridge

Services

Delta Focus Vital Ridge Legacy matrix Focus Radial beacon Frontier pathway Wave ember

Technology

Capital

Owner & Executives

LANCE MONTGOMERY POWERS

LANCE MONTGOMERY POWERS

Chief Compliance Officer, Portfolio Manager

CRD
#5607722
Ownership
Less than 5%
(693) 219-9073
wave.vertex@unisoncapital.com
in linkedin.com/in/fusion-bridge

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Contacts

JOHN DAVID CERVELLERA

JOHN DAVID CERVELLERA

Advisor

CRD
#6391697
(528) 865-7313
timber.frontier@signalcapital.com
in linkedin.com/in/delta-momentum
H

HUNTER DITTY

--

CRD
#8205524
(231) 336-7492
catalyst.catalyst@primecapital.com
in linkedin.com/in/ridge-signal
B

Beacon atlas

Optima oak value

CRD
#40819
(970) 469-7638
meridian.crest@pioneercapital.com
in linkedin.com/in/crest-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-28-2022
02-24-2023
02-14-2024
02-07-2025
01-23-2026
Category Assets AVG. Account size
Discretionary $323,748,226 $376,014
Non-Discretionary $59,072,285 $671,276
Total $382,820,511 $403,394

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Separately Managed Accounts

Total SMA Asset: $382,820,511

$382.8M Total SMA
Public Funds:
20.9%
Equity - Exchange:
11.1%
U.S. Government/Agency:
12.3%
Municipal Bonds:
25.6%
Cash:
13.4%
Corporate - Investment Grade:
16.7%
Asset class Assets Assets %
Public Funds $1,415,903,811 20.9%
Equity - Exchange $751,987,192 11.1%
U.S. Government/Agency $833,283,104 12.3%
Municipal Bonds $1,734,312,803 25.6%
Cash $907,804,358 13.4%
Corporate - Investment Grade $1,131,368,117 16.7%
Total $6,774,659,385 100.0%

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