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CONTANGO WEALTH MANAGEMENT LLC
CRD 337757 · SEC 801-134226
1901 HARRISON STREET, SUITE 1176, OAKLAND, CA, 94612, United States
Phone
415.794.1622
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.8M
Discretionary AUM
$122.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $96.8M |
| High net worth individuals | 56 | $25.9M |
States served
CA, NY, WA, NH
Official SEC filing: View on IAPD