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CANTER WEALTH
CANTER STRATEGIC WEALTH MANAGEMENT, LLC
CRD 167828 · SEC 801-117802
7825 FAY AVENUE, SUITE 140, LA JOLLA, CA, 92037, United States
Phone
858-812-7550
Fax
858-923-5815
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$386.5M
Discretionary AUM
$386.5M
Team
12 total employees; 7 advisory reps; 7 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; EDUCATIONAL SEMINARS / WORKSHOPS
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $82.8M |
| High net worth individuals | 129 | $303.1M |
| Charitable organizations | 2 | $661K |
States served
CA, LA, NE, OR, TX, NH
All web addresses on file
Official SEC filing: View on IAPD