# Canter Wealth

> Canter Wealth is an SEC-registered investment advisory firm in La Jolla, CA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 167828
- Filed as: CANTER WEALTH
- Legal name: Canter Strategic Wealth Management, LLC
- Also doing business as: CANTER WEALTH, TAX & RETIREMENT EDUCATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167828
- AdvisorCensus page: https://advisorcensus.com/firm/canter-wealth-la-jolla-ca-167828

## Quick answers

**How is Canter Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Canter Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Canter Wealth located?**
Canter Wealth's principal office is in La Jolla, CA, according to its Form ADV.

**Is Canter Wealth registered with the SEC or a state?**
Canter Wealth is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 167828.

**How much does Canter Wealth manage?**
Canter Wealth reports $386,473,556 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**How have Canter Wealth's assets and staff changed since 2021?**
In the Form ADV data for Canter Wealth: Regulatory assets under management: $186,651,005 in the October 2021 data and $386,473,556 in the October 2026 data, up 107%. Total employees: 6 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Canter Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149); high net worth individuals (129); charitable organizations (2).

**Which custodians does Canter Wealth use?**
Canter Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Canter Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167828

**What changed in Canter Wealth's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $386,473,556
- Discretionary: $386,473,556
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $82,759,364 |
| High net worth individuals | 129 | $303,053,391 |
| Charitable organizations | 2 | $660,801 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (6 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NE, NH, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- canterwealth.com
- taxesandretirement.com/about
- Facebook @CanterWealth
- Facebook @taxesandretirement
- LinkedIn @canter-wealth
- YouTube @UC5zeT2FZSJ8-hkM7nUsNpEA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $186,651,005 | 6 | July 13, 2021 |
| October 2022 | $206,286,473 | 8 | March 29, 2022 |
| October 2023 | $217,348,557 | 9 | March 17, 2023 |
| October 2024 | $302,045,491 | 12 | June 27, 2024 |
| October 2025 | $275,846,754 | 11 | May 21, 2025 |
| October 2026 | $386,473,556 | 12 | August 10, 2026 |

Regulatory assets under management: $186,651,005 in the October 2021 data and $386,473,556 in the October 2026 data, up 107%.
Total employees: 6 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $275,846,754 to $386,473,556 (+40%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Canter Wealth (CRD 167828): Form ADV filing data as of October 2026.