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Building 2CONTANGO WEALTH MANAGEMENT LLC

Map pinOAKLAND, CA
Phone415.794.1622
NotebookSEC #801-134226
Total AUM
$122.8M
Employees
2
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1901 HARRISON STREET
SUITE 1176
OAKLAND
CA 94612
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
415.794.1622

ReceiptFinancials

Total AUM
$122.8M
Accounts
260
Discretionary
$122.8M
Accounts
260
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$96.8M
HNW Individual Clients
56
AUM
$25.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHNYWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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