CANTER WEALTH

RIASEC RegisteredEst. 2019

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 a limited liability company and operating as a capital allocator for both individual & family and institutional clients. The firm provides fee-based financial planning and discretionary portfolio management, and it also offers pension consulting, selection of other advisers and educational seminars. Canter Wealth identifies as an active ESG investor, integrating environmental, social and governance considerations into manager selection and portfolio construction alongside traditional financial criteria. As a capital allocator, the firm uses third-party alternative managers in addition to pooled and individual public investments. Canter Wealth was named to FA Magazine’s Top RIA Firms list in 2020, reflecting recognition within the adviser community for its practice model and offerings.