SEC Form ADV

CANTER WEALTH

Firm profile: Canter Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$386.5M
Assets Under Management
7
Total Clients
12
Employees
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Registration Details

Accession
crd-167828
Location
LA JOLLA, CA
Filing Date
August 10, 2026
AUM
$386.5M
Total Clients
7
Institutional Clients
2
Employees
12
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

CANTER WEALTH is a registered investment adviser headquartered in LA JOLLA, CA, managing approximately $386.5M in assets across 7 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.