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| Happy Holidays!! thanks for using AUM13F!! |
| Canter Strategic Wealth Management LLC
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|---|---|
| CRD # | 167828 |
| SEC # | 801-117802 |
| CIK # | |
| AUM | $275.8 M (2025-05-21) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 858-812-7550 |
| Address | 7825 Fay Avenue La Jolla, CA 92037 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 92.7 |
| (b) Individuals (high net worth individuals) | 81 | 182.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 258 | 275.8 |
| By Discretionary | ||
| Discretionary | 258 | 275.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 258 | 275.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.8 | |
| Total | 258 | 275.8 |
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|---|---|---|
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KY | 0.3 |
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OH | 0.3 |
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AZ | 0.3 |
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VPWM Advisors LLC
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MN | 0.3 |
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Private Portfolios Inc
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Retirement Financial Solutions LLC
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TN | 0.3 |
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Integrity Wealth Advisors LLC
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CA | 0.3 |
|
Weitzel Financial Services Inc
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IA | 0.3 |
|
Gentry Private Wealth LLC
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KS | 0.3 |
|
NorthStar Financial Planners Inc
✚
|
FL | 0.3 |