RIA Intel›Advisers›California›CANTER STRATEGIC WEALTH MANAGEMENT, LLC

CANTER STRATEGIC WEALTH MANAGEMENT, LLC

Advisory

N·LA JOLLA, CA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$386M
1-Year AUM Growth
+39.0%
3-Year CAGR
+17.7%
Employees
7
Assets Under Management
Total AUM$386M
Discretionary AUM$386M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients258
Team
Total Employees7
Investment Advisers12
Employee Growth (1Y)+28.6%
Filing History
Total Filings on Record32
First FilingDec 8, 2015
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 32 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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