Canty Wealth Management

Overview

Canty Wealth Management is an independent, SEC‑registered registered investment adviser that has been operating since 2007 and is owned by an individual. The firm advises both individuals/families and select institutional clients, combining financial planning with portfolio management aimed at individuals and small businesses. It also lists accounting among its business activities, which suggests a tax‑aware or bookkeeping capability integrated with advice. Canty charges clients on a percentage‑of‑AUM basis and can bill hourly for certain work. It is not reported to be an active ESG investor, does not operate as a multi‑state adviser, and does not function as a capital allocator to external managers in a discretionary allocation role.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices