Canterbury Wealth Advisors, LLC

Canterbury Wealth Advisors, LLC (CRD# 109919) is a financial advisory firm headquartered in Las Vegas, NV. They manage $105,500,166 in 336 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $313,989
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CO, FL, MN, NC, ND, NE, NH, NV, SD, UT

Financial Advisors at Canterbury Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard A. Burcham
CRD#: 2313133
4465 South Jones Boulevard, Las Vegas, NV 89103
96
Wealthminder
score

Richard Burcham (CRD# 2313133) is an Investment Advisor Representative working at Canterbury Wealth Advisors, LLC in Las Vegas, NV and has over 23 years of experience in the finance industry.

2
Brian J. Simmons
CRD#: 4652764
4465 South Jones Boulevard, Las Vegas, NV 89103
93
Wealthminder
score

Brian Simmons (CRD# 4652764) is an Investment Advisor Representative working at Canterbury Wealth Advisors, LLC in Las Vegas, NV and has over 12 years of experience in the finance industry.

3
Robert W. Bruderman
CRD#: 843492
4465 South Jones Boulevard, Las Vegas, NV 89103
83
Wealthminder
score

Robert Bruderman (CRD# 843492) is an Investment Advisor Representative working at Canterbury Wealth Advisors, LLC in Las Vegas, NV and has over 34 years of experience in the finance industry.

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