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| Keyboard |
| Canter Strategic Wealth Management LLC
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|---|---|
| CRD # | 167828 |
| SEC # | 801-117802 |
| CIK # | |
| AUM | 386.5 M (2026-03-24) |
| Employees | 12 (58% 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) | 149 | 82.8 |
| (b) Individuals (high net worth individuals) | 129 | 303.1 |
| (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 | 0.7 |
| (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 | 280 | 386.5 |
| By Discretionary | ||
| Discretionary | 280 | 386.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 280 | 386.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 386.5 | |
| Total | 280 | 386.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 7 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legend Financial Advisors Inc
✚
|
PA | 389.9 M |
|
Vermillion Financial Advisors Inc
✚
|
IL | 386.7 M |
|
Alternative Investment Advisors LLC
✚
|
FL | 385.9 M |
|
Elevate Wealth Advisory Inc
✚
|
GA | 385.5 M |
|
Realta Investment Advisors Inc
✚
|
DE | 385.4 M |
|
Wealth Management Resources Inc
✚
|
RI | 385.2 M |
|
Vista Investment Partners II LLC
✚
|
IN | 383.1 M |
|
The Strategic Financial Alliance Inc
✚
|
GA | 382.0 M |
|
Wolff Wiese Magana LLC
✚
|
CA | 381.8 M |
|
Pecaut & Co
✚
|
IA | 381.8 M |