Canterbury Capital Wealth Management, LLC

Overview

Canterbury Capital Wealth Management, LLC is an independent, individual-owned registered investment adviser that delivers financial planning and portfolio management primarily to individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and also offers fixed-fee arrangements. Its advisory scope includes comprehensive financial planning plus discretionary portfolio management for individuals, small businesses, and select business or institutional clients. The firm is not an ESG-focused allocator, does not operate as a multi-state adviser, and does not list pension consulting or related-adviser activities. Industry relationships include connections with an accountant and an insurance company, suggesting access to complementary tax and risk-management resources.

Assets & Accounts

Public Holdings

Investments & Alternatives