Canter Wealth

RIASEC Registered

Total AUM

$386M

Discretionary

$386M

100% of AUM

Avg account

$1.4M

Accounts

280

Employees

Advisory reps

Firm details

Headquarters: La Jolla, California
CRD number: 167828
Registered since: December 17, 2019
Website: canterwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI78.42%
Individuals21.41%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Canter Wealth is an independent registered investment adviser organized as an LLC that is SEC registered (2019). The firm describes itself as a capital allocator serving individuals, families and some institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee types. Canter Wealth reports being an active ESG investor and maintains an industry affiliation as a real estate broker. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.