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Building 2CANTATA WEALTH MANAGEMENT, LLC

Map pinCORAL GABLES, FL
Phone844-226-8282
NotebookSEC #801-130950
Total AUM
$65.7M
Employees
4
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2525 PONCE DE LEON BLVD.
SUITE 300
CORAL GABLES
FL 33134
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
844-226-8282
Other Offices
3

ReceiptFinancials

Total AUM
$65.7M
Accounts
80
Discretionary
$65.7M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$15.4M
HNW Individual Clients
15
AUM
$50.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLANCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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