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CANTATA WEALTH MANAGEMENT, LLC
CRD 332526 · SEC 801-130950
2525 PONCE DE LEON BLVD., SUITE 300, CORAL GABLES, FL, 33134, United States
Phone
844-226-8282
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$85.1M
Discretionary AUM
$85.1M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $11.7M |
| High net worth individuals | 19 | $73.4M |
All web addresses on file
Official SEC filing: View on IAPD