CANTATA WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 332526
- Registered since
- August 30, 2024
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.24%
- Individuals13.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cantata Wealth Management, LLC is an independent, individually owned registered investment adviser that began SEC registration in 2024. The firm serves high-net-worth individuals and families and operates as a capital allocator, using both discretionary portfolio management and financial planning as core services. Its advisory activities include portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements are a mix of asset-based fees and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities46%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
Owners & executives
1 of 1GREGORY CHENG
Co-Founder, Co-CEO & PresidentCRD 5009457
Contacts
3 of 5CHRISTINA KRAMLICH
Co-Founder & Financial AdvisorCRD 6014754
ROGER HARTLEY
Co-Founder and Managing MemberCRD 2331999
KEVIN BARRY
Co-FounderCRD 1522905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 2525 Ponce de Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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