Cantu Tactical Wealth Management, Inc.

Overview

Cantu Tactical Wealth Management, Inc. is a small, equity-focused advisory firm that provides discretionary portfolio management primarily to individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and concentrates its implementation in exchange-traded equities, reflecting a tactical, active approach to public markets. Filings show the advisor operates under an individual-owner structure and does not position itself as an ESG investor or a pension consultant. The firm's mandate appears designed for liquid, tradable exposures and short- to medium-term allocation shifts consistent with a “tactical” label. That positioning, together with a high percentage of discretionary assets, implies portfolio decisions are carried out by the adviser rather than being client-directed. Mutual funds are also used alongside equity instruments, while alternative allocations to real estate and digital currency exist at a smaller scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices