Canter Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$385,812,755
Clients
278
Advisors
7
of 12 employees
About
Canter Wealth is a fee‑only investment adviser that serves individuals (including high‑net‑worth clients), families, trust accounts, and institutional clients such as ERISA retirement and employee benefit plans. The firm provides discretionary asset management, financial planning and consulting, selection of other advisers, and conducts educational seminars and workshops; the brochure reports approximately $418.6 million in discretionary assets as of July 1, 2026.
The firm’s investment approach emphasizes factor‑based, low‑cost, tax‑efficient, globally diversified portfolios implemented primarily with ETFs and mutual funds and guided by an internal Investment Committee that conducts qualitative and quantitative manager due diligence. Client accounts are managed under signed Investment Policy Statements with ongoing rebalancing and tax‑loss harvesting as appropriate, and the firm uses technology tools (including a third‑party platform, Pontera, to manage held‑away retirement assets) and operational uses of AI while reserving investment decisions to human processes.
Notable distinctions relative to many peers include a range of affiliated real‑estate businesses—development, property management, and a real‑estate team operated in partnership with an independent brokerage—which the brochure discloses and addresses through conflict‑of‑interest policies and client disclosures. The firm also maintains multiple public websites and social media channels, offers public educational events, and discloses its public advertising and third‑party profiles, with supervisory controls described in the brochure to manage any related conflicts.
Client services
Expertise
Occupation focus
Fee options
Fixed project fees for financial planning services ranging from $7,500 to $20,000 depending on complexity and scope.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.95% annually $2,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.85% annually $5,000,001 - $7,000,000: 0.80% annually $7,000,001 - $10,000,000: 0.70% annually $10,000,001 - $15,000,000: 0.60% annually $15,000,001+: 0.50% annually
Hourly fees available for financial planning and consulting services, details vary.
Account minimum: $750,000 Minimum fee: For accounts below $750,000, a minimum quarterly fee of $1,875 may be charged. Fee-only: Fixed and/or hourly fees for financial planning and consulting services, typically $7,500-$20,000 for projects with a minimum annual fee of $7,500 amortized and billed quarterly.
Main office
7825 Fay Avenue, Suite 140
La Jolla CA 92037
Advisors at this office
7
Most active in
California · Louisiana · Nebraska · New Hampshire · Oregon · Texas
Also doing business as
Canter Private Wealth Management · Canter Strategic Wealth Management, LLC · Canter Wealth · D/B/A Canter Wealth · Tax & Retirement Education
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Aiden C
CFP®, Series 63
La Jolla, CA
Canter Wealth
Aiden Cox is a CFP®-certified financial advisor with four years of industry experience. He is currently with Canter Wealth, where he has worked since 2023, and previously spent three years at Northwestern Mutual Investment Services LLC. Cox also served six years at Marine Corps HQ. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients. The firm focuses on factor-based, low-cost, tax-efficient, globally diversified portfolios primarily implemented with ETFs and mutual funds, guided by an internal Investment Committee.
James M
CFP®, Series 63, Series 66
La Jolla, CA
Canter Wealth
James Mellon is a CFP®-designated financial advisor with Canter Wealth, based in La Jolla, CA, and has 13 years of industry experience. He has worked at Canter Wealth since 2018 and previously held roles at TD Ameritrade, Fisher Investments, and Equitable Advisors. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients with a focus on factor-based, low-cost, tax-efficient, globally diversified portfolios primarily implemented through ETFs and mutual funds. The firm also operates affiliated real estate businesses including development, property management, and a real estate team, with policies in place to manage related conflicts of interest.
Babak G
CFP®, Series 63
La Jolla, CA
Canter Wealth
Babak Gahvari is a financial advisor at Canter Wealth with 15 years of industry experience. He holds the CFP® and Series 63 designations and has been with Canter Wealth and affiliated entities since 2017, previously working at Pure Financial Advisors, Inc. from 2014 to 2017. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients with discretionary asset management, financial planning, and consulting services. The firm emphasizes factor-based, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, supported by an internal Investment Committee and operational use of technology and AI.
Luke P
Series 66
La Jolla, CA
Canter Wealth
Luke Podbury is a financial advisor at Canter Wealth with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, The Retirement Group, FSC Securities Corporation, Capital One Investing, and Spire Securities. Canter Wealth is a fee-only investment adviser serving individuals, families, trust accounts, and institutional clients. The firm focuses on factor-based, low-cost, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, with ongoing portfolio management guided by an internal Investment Committee.
Joseph K
CFP®, Series 65, Series 66
La Jolla, CA
Canter Wealth
Joseph Kalmanovitz is a CFP® with 23 years of industry experience currently serving at Canter Wealth since 2018. His prior roles include positions at Versant Capital Management, Stonegate Capital Advisors, and Charles Schwab. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients. The firm focuses on factor-based, low-cost, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, and employs a combination of quantitative and qualitative due diligence managed by an internal Investment Committee.
Andrew C
Series 65, Series 66
La Jolla, CA
Canter Wealth
Andrew Canter is a financial advisor with Canter Wealth in La Jolla, CA, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has been involved with Canter Strategic Wealth Management since 2013 and has worked at Wells Fargo Investments. Outside of advisory services, Mr. Canter owns The Canter Group, Inc., which operates multiple real estate-related businesses including brokerage, development, and private equity transactions, and he is a licensed California real estate broker. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients. The firm’s investment approach focuses on factor-based, low-cost, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, with oversight by an internal Investment Committee and adherence to client Investment Policy Statements.
Michael C
CFP®, Series 63, Series 65
La Jolla, CA
Canter Wealth
Michael Canzone is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Canter Wealth since 2018. His prior roles include positions at Nautilus Advisors LLC and Ameriprise Financial Services, Inc. Located in La Jolla, CA, he holds Series 63 and Series 65 licenses. Canter Wealth is a fee-only investment adviser serving individuals, families, trusts, and institutional clients. The firm emphasizes factor-based, low-cost, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, supported by an internal Investment Committee and technology tools, with approximately $418.6 million in discretionary assets under management.
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