CANTER STRATEGIC WEALTH MANAGEMENT, LLC
Legal name: CANTER WEALTH
CRD #167828 SEC #801-117802 LA JOLLA, CA 858.812.7550
SEC Registered
Total AUM
$275.8M
Discretionary
$275.8M
Employees
11
Clients
251
Accounts
258
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $275.8M | $275.8M | $0 | 11 | 4 |
| May 2025 | $275.8M | $275.8M | $0 | 11 | 4 |
| May 2025 | $275.8M | $275.8M | $0 | 11 | 4 |
| Mar 2025 | $275.8M | $275.8M | $0 | 11 | 4 |
| Jun 2024 | $302M | $302M | $0 | 12 | 2 |
| May 2024 | $302M | $302M | $0 | 12 | 2 |
| Mar 2024 | $302M | $302M | $0 | 12 | 2 |
| Mar 2023 | $217.3M | $217.3M | $0 | 9 | 3 |
| Nov 2022 | $206.3M | $206.3M | $0 | 8 | 4 |
| Mar 2022 | $206.3M | $206.3M | $0 | 8 | 4 |
| Jul 2021 | $186.7M | $186.7M | $0 | 6 | 1 |
| Mar 2021 | $163.8M | $163.8M | $0 | 6 | 1 |
| Jan 2021 | $117.4M | $117.4M | $0 | 8 | 1 |
| Sep 2020 | $117.4M | $117.4M | $0 | 8 | 1 |
| Aug 2020 | $108.5M | $108.5M | $0 | 9 | 1 |
| Aug 2020 | $108.5M | $108.5M | $0 | 9 | 1 |
| Jun 2020 | $108.5M | $108.5M | $0 | 9 | 1 |
| May 2020 | $108.5M | $108.5M | $0 | 9 | 1 |
| Mar 2020 | $108.5M | $108.5M | $0 | 9 | 1 |
| Nov 2019 | $101M | $101M | $0 | 9 | 1 |
| Dec 2017 | $8.9M | $8.9M | $0 | 4 | 0 |
| Jun 2017 | $6M | $0 | $6M | 2 | 11 |
| Mar 2017 | $4.8M | $0 | $4.8M | 2 | 1 |
| Nov 2016 | $6.5M | $0 | $6.5M | 3 | 1 |
| Oct 2016 | $6.5M | $0 | $6.5M | 3 | 1 |
| Oct 2016 | $6.5M | $0 | $6.5M | 3 | 1 |
| Sep 2016 | $6.5M | $0 | $6.5M | 3 | 1 |
| Sep 2016 | $6.5M | $6.3M | $204.2K | 3 | 1 |
| Aug 2016 | $6.5M | $6.3M | $204.2K | 3 | 1 |
| Jul 2016 | $5.2M | $5M | $200K | 3 | 1 |
| Apr 2016 | $5.2M | $5M | $200K | 2 | 1 |
| Mar 2016 | $5.2M | $5M | $200K | 2 | 1 |
| Feb 2016 | $70M | $70M | $0 | 2 | 1 |
| Jan 2016 | $70M | $70M | $0 | 2 | 1 |
| Dec 2015 | $70M | $70M | $0 | 2 | 1 |
| Dec 2015 | $70M | $70M | $0 | 2 | 1 |
DateAug 2025
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees11
Clients4
DateMay 2025
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees11
Clients4
DateMay 2025
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees11
Clients4
DateMar 2025
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees11
Clients4
DateJun 2024
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees12
Clients2
DateMay 2024
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees12
Clients2
DateMar 2024
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees12
Clients2
DateMar 2023
Total AUM$217.3M
Discretionary$217.3M
Non-Disc.$0
Employees9
Clients3
DateNov 2022
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees8
Clients4
DateMar 2022
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees8
Clients4
DateJul 2021
Total AUM$186.7M
Discretionary$186.7M
Non-Disc.$0
Employees6
Clients1
DateMar 2021
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees6
Clients1
DateJan 2021
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees8
Clients1
DateSep 2020
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees8
Clients1
DateAug 2020
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees9
Clients1
DateAug 2020
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees9
Clients1
DateJun 2020
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees9
Clients1
DateMay 2020
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees9
Clients1
DateMar 2020
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees9
Clients1
DateNov 2019
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees9
Clients1
DateDec 2017
Total AUM$8.9M
Discretionary$8.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2017
Total AUM$6M
Discretionary$0
Non-Disc.$6M
Employees2
Clients11
DateMar 2017
Total AUM$4.8M
Discretionary$0
Non-Disc.$4.8M
Employees2
Clients1
DateNov 2016
Total AUM$6.5M
Discretionary$0
Non-Disc.$6.5M
Employees3
Clients1
DateOct 2016
Total AUM$6.5M
Discretionary$0
Non-Disc.$6.5M
Employees3
Clients1
DateOct 2016
Total AUM$6.5M
Discretionary$0
Non-Disc.$6.5M
Employees3
Clients1
DateSep 2016
Total AUM$6.5M
Discretionary$0
Non-Disc.$6.5M
Employees3
Clients1
DateSep 2016
Total AUM$6.5M
Discretionary$6.3M
Non-Disc.$204.2K
Employees3
Clients1
DateAug 2016
Total AUM$6.5M
Discretionary$6.3M
Non-Disc.$204.2K
Employees3
Clients1
DateJul 2016
Total AUM$5.2M
Discretionary$5M
Non-Disc.$200K
Employees3
Clients1
DateApr 2016
Total AUM$5.2M
Discretionary$5M
Non-Disc.$200K
Employees2
Clients1
DateMar 2016
Total AUM$5.2M
Discretionary$5M
Non-Disc.$200K
Employees2
Clients1
DateFeb 2016
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees2
Clients1
DateJan 2016
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees2
Clients1
DateDec 2015
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees2
Clients1
DateDec 2015
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees2
Clients1