Canter Wealth
Canter Wealth is an SEC-registered wealth manager in La Jolla, CA with $386.5M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Canter Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167828, SEC 801-117802, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $386.5M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- La Jolla, CA
- Employees
- 12
- Clients
- 280
- CRD
- 167828
- Ownership
- DIXON, ISAAC, GABRIEL; KALMANOVITZ, JOSEPH, PAUL; BUCHNER, TODD, ALLEN; CANTER, ANDREW, EDWARD; MCMULLEN, ERIC, ROBERT
How much AUM does Canter Wealth have?
Canter Wealth reported $386.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Canter Wealth?
Disclosed owners and executives of Canter Wealth include DIXON, ISAAC, GABRIEL, KALMANOVITZ, JOSEPH, PAUL, BUCHNER, TODD, ALLEN, CANTER, ANDREW, EDWARD, MCMULLEN, ERIC, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.