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
- HNWI97.49%
- Individuals2.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cantata Wealth Management, LLC is an independent, SEC-registered RIA that acts as a capital allocator for individual and family clients. The firm’s fee model combines assets-under-management–based fees with fixed fees. Its core service set centers on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of external advisers. Cantata is not positioned as an ESG-focused manager. The firm registered with the SEC in 2024 and is organized as a limited liability company owned by an individual. It identifies itself as an allocator that blends third-party strategies with in-house portfolio oversight.
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 Equities41%
- Cash & Cash Equivalents9%
- Other2%
- State & Local Bonds1%
Owners & executives
1 of 1
Gregory Cheng
Co-Founder, Co-CEO & PresidentCRD 5009457
Contacts
3 of 5
Christina 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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