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

Clients

251

Accounts

258

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 18, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BUCHNER, TODD, ALLEN	I	MANAGING PARTNER	NA	Control
BUCHNER, TODD, ALLEN	I	MANAGING PARTNER	NA	Control
CANTER, ANDREW, EDWARD	I	CHIEF COMPLIANCE OFFICER (MANAGING MEMBER)	NA	Control
CANTER, ANDREW, EDWARD	I	CHIEF COMPLIANCE OFFICER (MANAGING MEMBER)	NA	Control
Costigan, Megan, J.	I	DIRECTOR OF MARKETING	NA
Costigan, Megan, J.	I	DIRECTOR OF MARKETING	NA
Costigan, Megan, J.	I	DIRECTOR OF MARKETING	NA
Costigan, Megan, J.	I	DIRECTOR OF MARKETING	NA
Costigan, Megan, J.	I	DIRECTOR OF MARKETING	NA
Costigan, Megan, J.	I	DIRECTOR OF MARKETING	NA
Costigan, Megan, J.	I	DIRECTOR OF MARKETING	NA
Costigan, Megan, J.	I	DIRECTOR OF MARKETING	NA
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	NA	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	NA	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	NA	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	NA	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	NA	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	NA	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	NA	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	NA	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	NA	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	NA	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	NA	Control
GAHVARI, BABAK	I	MANAGING DIRECTOR	NA	Control
GAHVARI, BABAK	I	MANAGING DIRECTOR	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER & HEAD OF FINANCIAL PLANNING	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER	NA	Control
KALMANOVITZ, JOSEPH, PAUL	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
MCMULLEN, ERIC, ROBERT	I	MANAGING DIRECTOR CCO	NA	Control
METZGER, JOHN, DAVID	I	MANAGING DIRECTOR	NA	Control
METZGER, JOHN, DAVID	I	MANAGING DIRECTOR	NA	Control
METZGER, JOHN, DAVID	I	MANAGING DIRECTOR	NA	Control
METZGER, JOHN, DAVID	I	MANAGING DIRECTOR	NA	Control
METZGER, JOHN, DAVID	I	MANAGING DIRECTOR	NA	Control
METZGER, JOHN, DAVID	I	MANAGING DIRECTOR	NA	Control
METZGER, JOHN, DAVID	I	MANAGING DIRECTOR	NA	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	E	Control
DIXON, ISAAC, G	I	MANAGING MEMBER	E	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	E	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	E	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	E	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	E	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	E	Control
DIXON, ISAAC, GABRIEL	I	MANAGING MEMBER	E	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	D	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	D	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	D	Control
CANTER WEALTH HOLDCO, LLC	DE	OWNER	D	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
DIXON, ISAAC, GABRIEL	I	PARTNER / OWNER	B	Control
BXC PARTNERS, INC.	DE	MEMBER	A
BXC PARTNERS, INC.	DE	MEMBER	A
BXC PARTNERS, INC.	DE	MEMBER	A
BXC PARTNERS, INC.	DE	MEMBER	A
BXC PARTNERS, INC.	DE	MEMBER	A
BXC PARTNERS, INC.	DE	MEMBER	A
BXC PARTNERS, INC.	DE	MEMBER	A
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control
GAHVARI, BABAK	I	MANAGING PARTNER / OWNER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BUCHNER, TODD, ALLEN	I	BXC PARTNERS, INC.	E	Control
BUCHNER, TODD, ALLEN	I	BXC PARTNERS, INC.	E	Control
BUCHNER, TODD, ALLEN	I	BXC PARTNERS, INC.	E	Control
BUCHNER, TODD, ALLEN	I	BXC PARTNERS, INC.	E	Control
BUCHNER, TODD, ALLEN	I	BXC PARTNERS, INC.	E	Control
BUCHNER, TODD, ALLEN	I	BXC PARTNERS, INC.	E	Control
BUCHNER, TODD, ALLEN	I	BXC PARTNERS, INC.	E	Control
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER GROUP, LLC	DE	CANTER WEALTH HOLDCO, LLC	E
CANTER HOLDING, LLC	DE	THE CANTER GROUP, LLC	E	Control
CANTER HOLDING, LLC	DE	THE CANTER GROUP, LLC	E	Control
CANTER HOLDING, LLC	DE	THE CANTER GROUP, LLC	E	Control
CANTER HOLDING, LLC	DE	THE CANTER GROUP, LLC	E	Control
CANTER HOLDING, LLC	DE	THE CANTER GROUP, LLC	E	Control
CANTER HOLDING, LLC	DE	THE CANTER GROUP, LLC	E	Control
CANTER HOLDING, LLC	DE	THE CANTER GROUP, LLC	E	Control
CANTER HOLDING, LLC	DE	THE CANTER GROUP, LLC	E	Control
CANTER HOLDING, LLC	DE	THE CANTER GROUP, LLC	E	Control
CANTER HOLDING, LLC	DE	THE CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER HOLDINGS, LLC	DE	CANTER GROUP, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E
CANTER, ANDREW, EDWARD	I	CANTER WEALTH HOLDCO, LLC	E
CANTER, ANDREW, EDWARD	I	CANTER WEALTH HOLDCO, LLC	E
CANTER, ANDREW, EDWARD	I	CANTER WEALTH HOLDCO, LLC	E
CANTER, ANDREW, EDWARD	I	CANTER WEALTH HOLDCO, LLC	E
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
CANTER, ANDREW, EDWARD	I	CANTER HOLDINGS, LLC	E	Control
THE CANTER GROUP, LLC	DE	CANTER HOLDCO, LLC	E
THE CANTER GROUP, LLC	DE	CANTER HOLDCO, LLC	E
THE CANTER GROUP, LLC	DE	CANTER HOLDCO, LLC	E
THE CANTER GROUP, LLC	DE	CANTER HOLDCO, LLC	E
THE CANTER GROUP, LLC	DE	CANTER HOLDCO, LLC	E
THE CANTER GROUP, LLC	DE	CANTER HOLDCO, LLC	E
THE CANTER GROUP, LLC	DE	CANTER HOLDCO, LLC	E
THE CANTER GROUP, LLC	DE	CANTER HOLDCO, LLC	E
THE CANTER GROUP, LLC	DE	CANTER HOLDCO, LLC	E
THE CANTER GROUP, LLC	DE	CANTER HOLDCO, LLC	E

Registrations

Federal

Aug 18, 2025 REGISTERED

Notice Filings (7)

AZ CA LA NE NH OR TX

Address

7825 FAY AVENUE
SUITE 140
LA JOLLA, CA 92037
United States

Phone: 858.812.7550