Canopy 360 Wealth, LLC

CRD 296771 · Ocala, FL · $382.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 296771
SEC number: 801-113494
Firm type: RIA
Assets under management: $382.8M as of Jan 23, 2026
Website: www.linkedin.com/company/canopy360 ↗
Phone: (352) 369-1120
Address: 104 Se 1st Avenue, Ocala, FL, 34471

Advisors at this firm

6 in our index · page 1 of 1

John David CervelleraCRD 6391697 · Ocala, FL

IA RegisteredRegistration inactive
Hunter DittyCRD 8205524 · Ocala, FL

IA Registered
Tatyana E. KozlovskaCRD 7726790 · Ocala, FL

IA Registered

Disclosure event(s) on record
Russell Clay LindsayCRD 5048368 · Ocala, FL

IA RegisteredRegistration inactive
Jamie Gump LositoCRD 5988247 · Ocala, FL

IA RegisteredRegistration inactive
Lance Montgomery PowersCRD 5607722 · Ocala, FL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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