Cantata Wealth Management, LLC

Overview

Cantata Wealth Management, LLC is an independent, owner-operated registered investment adviser formed as an LLC and registered with the SEC in 2026. The firm serves individuals and families and bills clients through a mix of assets-under-management fees and fixed fees. It functions as a capital allocator, placing client capital with third-party managers in addition to providing direct portfolio management. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm identifies as an active ESG investor, indicating environmental, social, or governance factors are integrated into its investment approach.

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Public Holdings

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Location & Offices