CANTERBURY WEALTH ADVISORS, LLC
CRD #109919 SEC #801-47164 LAS VEGAS, NV (702) 505-8073
SEC Registered
Total AUM
$117.6M
Discretionary
$0
Employees
3
Clients
1
Accounts
328
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $117.6M | $0 | $117.6M | 3 | 26 |
| Mar 2016 | $105.5M | $0 | $105.5M | 3 | 26 |
| May 2015 | $129.1M | $0 | $129.1M | 3 | 26 |
| Mar 2015 | $129.1M | $0 | $129.1M | 3 | 26 |
| Sep 2014 | $122.4M | $0 | $122.4M | 3 | 26 |
| Apr 2014 | $122.4M | $0 | $122.4M | 3 | 26 |
| Mar 2013 | $104.5M | $0 | $104.5M | 3 | 26 |
| Mar 2012 | $99.2M | $0 | $99.2M | 1 | 26 |
| Mar 2011 | $55.6M | $0 | $55.6M | 5 | -- |
| Dec 2010 | $42.3M | $0 | $42.3M | 5 | -- |
| Jan 2010 | $44M | $0 | $44M | 5 | -- |
| Mar 2009 | $44M | $0 | $44M | 5 | -- |
| Mar 2008 | $35.8M | $0 | $35.8M | 5 | -- |
| Jan 2008 | $39.5M | $0 | $39.5M | 5 | -- |
| Oct 2007 | $39.5M | $0 | $39.5M | 5 | -- |
| Mar 2007 | $39.5M | $0 | $39.5M | 5 | -- |
| Mar 2004 | $40.9M | $0 | $40.9M | 5 | -- |
| Mar 2002 | $28.3M | $0 | $28.3M | 5 | -- |
DateMar 2017
Total AUM$117.6M
Discretionary$0
Non-Disc.$117.6M
Employees3
Clients26
DateMar 2016
Total AUM$105.5M
Discretionary$0
Non-Disc.$105.5M
Employees3
Clients26
DateMay 2015
Total AUM$129.1M
Discretionary$0
Non-Disc.$129.1M
Employees3
Clients26
DateMar 2015
Total AUM$129.1M
Discretionary$0
Non-Disc.$129.1M
Employees3
Clients26
DateSep 2014
Total AUM$122.4M
Discretionary$0
Non-Disc.$122.4M
Employees3
Clients26
DateApr 2014
Total AUM$122.4M
Discretionary$0
Non-Disc.$122.4M
Employees3
Clients26
DateMar 2013
Total AUM$104.5M
Discretionary$0
Non-Disc.$104.5M
Employees3
Clients26
DateMar 2012
Total AUM$99.2M
Discretionary$0
Non-Disc.$99.2M
Employees1
Clients26
DateMar 2011
Total AUM$55.6M
Discretionary$0
Non-Disc.$55.6M
Employees5
Clients--
DateDec 2010
Total AUM$42.3M
Discretionary$0
Non-Disc.$42.3M
Employees5
Clients--
DateJan 2010
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateMar 2009
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateMar 2008
Total AUM$35.8M
Discretionary$0
Non-Disc.$35.8M
Employees5
Clients--
DateJan 2008
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees5
Clients--
DateOct 2007
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees5
Clients--
DateMar 2007
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees5
Clients--
DateMar 2004
Total AUM$40.9M
Discretionary$0
Non-Disc.$40.9M
Employees5
Clients--
DateMar 2002
Total AUM$28.3M
Discretionary$0
Non-Disc.$28.3M
Employees5
Clients--