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CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

TUSCALOOSA, AL · CRD 337758 · IAPD ↗ · canterburycapitalwealth.com · 205-534-1310

$132.1MRegulatory AUM
2Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC reported RAUM up 31% ($100.5M -> $132.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2025 — CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC (TUSCALOOSA, AL) is newly SEC-registered with $100.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.