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Canter Wealth Holdco, LLC

OwnerCanter Strategic Wealth Management, LLC

About Canter Wealth Holdco, LLC

Canter Wealth Holdco, LLC is listed as Owner at Canter Strategic Wealth Management, LLC in La Jolla, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Canter Strategic Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Canter Wealth Holdco, LLC work?

Canter Wealth Holdco, LLC is listed as Owner at Canter Strategic Wealth Management, LLC on SEC Form ADV.

How much of Canter Strategic Wealth Management, LLC does Canter Wealth Holdco, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Canter Strategic Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2016