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Cantata Wealth Management, LLC

CRD 332526SEC# 801-130950Coral Gables, FL
Export (members)
No longer SEC-registered. Cantata Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$65.7M
Employees
4
Accounts
80
Location
Coral Gables, FL

Cantata Wealth Management, LLC assets under management

Cantata Wealth Management, LLC operates as an SEC-registered investment adviser based in Coral Gables, FL. It reports $65.7 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Cantata Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Christina Noelle KramlichPartner5-10%2024
Gregory Steven Cheng ControlCo-Ceo And President, Cco25-50%2024
Jeffrey Christopher BechtelPartner5-10%2024
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Frequently asked questions

How much does Cantata Wealth Management, LLC manage?

Cantata Wealth Management, LLC reports $65.7 million in regulatory assets under management on its Form ADV.

How many employees does Cantata Wealth Management, LLC have?

Cantata Wealth Management, LLC reports 4 employees.

Where is Cantata Wealth Management, LLC located?

Cantata Wealth Management, LLC is based in Coral Gables, FL.

Does Cantata Wealth Management, LLC disclose fund performance?

Cantata Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2525 Ponce de Leon Blvd., Suite 300, Coral Gables, FL 33134
Office hours9:00a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$65.7M
Non-discretionary$0
Total (RAUM)$65.7M