LP Profile

Canter Wealth

Also known as canter wealth

Wealth ManagerLa Jolla, United StatesFounded 2013
$206M
Assets Under Management
La Jolla
Headquarters
Investment Focus

About Canter Wealth

Voted Best Financial Planner in La Jolla by San Diego Magazine. Get help with investing, taxes, real estate, estate planning + more.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Canter Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$386.5M
Total Clients
280
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Canter Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Canter Wealth?

Canter Wealth is a wealth manager based in La Jolla, United States, managing approximately $206M in assets.

Where is Canter Wealth headquartered?

Canter Wealth is headquartered in La Jolla, United States.

How much does Canter Wealth manage?

Canter Wealth manages approximately $206M in assets under management.

When was Canter Wealth founded?

Canter Wealth was founded in 2013.

How can I contact Canter Wealth?

Verified contact details, key decision-makers, and investment preferences for Canter Wealth are available on LPbacked. Create a free account to access them.