Adviser Profile
| As of Date | 11/20/2025 |
| Registration status | Registration Changed to CANTATA WEALTH MANAGEMENT, LLC |
| ADV Location | CORAL GABLES, FL, United States |
| Contact Info | 844 xxxxxxx |
| Websites |
| AUM* | 65,654,203 45% |
| of that, discretionary | 65,654,203 45% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 820,678 27% |
| % High Net Worth | 68.18% 5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
66M
56M
47M
38M
28M
19M
9M
2024
2025
Private Funds
No private funds