CANTER WEALTH

Legal name: CANTER STRATEGIC WEALTH MANAGEMENT, LLC

CRD 167828File 801-117802

APPROVED

Retail clients

Custody

Filing as of Aug 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$386.5M

Below cohort median (national)

Discretionary AUM

$386.5M

Clients

280

280 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Dec 17, 2019
Principal office: 7825 FAY AVENUE, SUITE 140, LA JOLLA, CA, 92037
Phone: 858-812-7550
Website: https://www.facebook.com/CanterWealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $386.5M
Discretionary AUM: $386.5M
Non-discretionary AUM: $0
Discretionary accounts: 280
Non-discretionary accounts: 0
Total accounts: 280
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$661K
High net worth individuals	129	$303.1M
Individuals (other than high net worth individuals)	149	$82.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — EDUCATIONAL SEMINARS / WORKSHOPS
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.