Data / Investment advisers / California / Canter Wealth
Canter Wealth, LA Jolla, CA: $386 million AUM, SEC registered investment adviser
Canter Wealth is an SEC registered investment adviser with its main office in LA Jolla, California and reports $386 million in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 167828
- SEC file number
- 801-117802
- SEC status
- Approved, effective December 17, 2019
- Legal name
- Canter Strategic Wealth Management, LLC
- Main office
- 7825 Fay Avenue Suite 140, LA Jolla, CA 92037
- Phone
- (858) 812-7550
- Regulatory AUM
- $386,473,556 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $386,473,556
- Accounts
- 280
- Employees
- 12, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 129 | $303.1 million |
| Individuals (other than high net worth individuals) | 149 | $82.8 million |
| Charitable organizations | 2 | $660,801 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $386.5 million | March 24, 2026 |
| December 1, 2025 | $275.8 million | August 18, 2025 |
Other advisers in LA Jolla
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Frontier Global Partners LLC | LA Jolla | $713.1 million | 2 | adviserinfo.sec.gov |
| Financial Alternatives, Inc. | LA Jolla | $614.8 million | Not listed | adviserinfo.sec.gov |
| Jet Wealth Advisors | LA Jolla | $546.5 million | Not listed | adviserinfo.sec.gov |
| Syrios Wealth Management Group | LA Jolla | $424.6 million | Not listed | adviserinfo.sec.gov |
| Castle Coast Wealth, LLC | LA Jolla | $423.7 million | Not listed | adviserinfo.sec.gov |
| Nautilus Advisors LLC | LA Jolla | $304.3 million | Not listed | adviserinfo.sec.gov |
| Carter Financial, LLC | LA Jolla | $282.3 million | Not listed | adviserinfo.sec.gov |
| Sage Stone Wealth Management LLC | LA Jolla | $261.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in LA Jolla, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Canter Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.