Canter Strategic Wealth Management, LLC
● SEC registered since 2019CRD 167828SEC# 801-117802La Jolla, CA
Reg. AUM
$386.5M
Employees
12
Accounts
280
Location
La Jolla, CA
Canter Strategic Wealth Management, LLC assets under management
Canter Strategic Wealth Management, LLC is an SEC-registered investment adviser based in La Jolla, CA. The firm has been registered since 2019. It reports $386.5 million in regulatory assets under management and employs 12 people.
Canter Strategic Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Babak Gahvari Control | Managing Partner / Owner | 5-10% | 2017 |
| Canter Wealth Holdco, LLC Control | Owner | Over 75% | 2016 |
| Joseph Paul Kalmanovitz Control | Chief Compliance Officer | Under 5% | 2018 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Canter Strategic Wealth Management, LLC manage?
Canter Strategic Wealth Management, LLC reports $386.5 million in regulatory assets under management on its Form ADV.
How many employees does Canter Strategic Wealth Management, LLC have?
Canter Strategic Wealth Management, LLC reports 12 employees.
Where is Canter Strategic Wealth Management, LLC located?
Canter Strategic Wealth Management, LLC is based in La Jolla, CA and has been SEC-registered since 2019.
Does Canter Strategic Wealth Management, LLC disclose fund performance?
Canter Strategic Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7825 Fay Avenue, Suite 140, La Jolla, CA 92037 |
| Phone | 858-812-7550 |
| Fax | 858-923-5815 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$386.5M▲ 40%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$386.5Mregulatory AUM
Discretionary $386.5M