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CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

CRD 337758 · SEC 801-134168

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302 MERCHANTS WALK, SUITE 250, TUSCALOOSA, AL, 35406, United States

Phone

205-534-1310

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$132.1M

Discretionary AUM

$132.1M

Team

7 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals251$43.3M
High net worth individuals54$85.0M

States served

AL, GA, LA, MS, SC, TN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD