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Golden Reed Wealth Management, LLC CRD 340673
$1.28M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1294 Se 24Th Rd., Ocala, FL 34471 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canopy 360 Wealth, Llc | Ocala | FL | 05/2022 | 08/2024 |
| Full Time Student | Gainesville | FL | 01/2016 | 04/2024 |
| Canopy 360 Wealth, Llc | Ocala | FL | 08/2024 | 02/2026 |
| Golden Reed Wealth Management, Llc | Ocala | FL | 02/2026 | Present |
| Golden Reed Insurance Solutions, Llc | Ocala | FL | 02/2026 | Present |
| Homestead Tiny Enterprises | Williston | FL | 09/2025 | Present |
Homestead Tiny Enterprises; Williston, FL; Not Investment Related; Bartender; Started 09/2025; Approximately 30 hours per month spent on this activity; No time spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
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