CONTANGO WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- OAKLAND, California
- CRD number
- 337757
- Registered since
- August 26, 2025
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals78.87%
- HNWI21.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Contango Wealth Management LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is individually owned and serves primarily individual and family clients, with advisory work focused on financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible: percentage-of-AUM billing is available alongside hourly and fixed-fee engagements. Contango does not describe itself as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities87%
- Public Funds/Mutual Funds9%
- Private Funds2%
- Cash & Cash Equivalents2%
Contacts
2 of 2Michael CASTRO
Managing PartnerCRD 2844180
GERALD FEGLER
Managing PartnerCRD 2230020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$92.3M in ETFs
43%
$39.9M
50%
$52.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $11.7M | 17,866 | 12.65% |
Location
OAKLAND, CA
ALAMEDA
Location
OAKLAND, CA
Headquartered in OAKLAND, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 1901 Harrison St
- Time zone
- PT (UTC-8)
- Office locations
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