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Cantata Wealth Management, LLC registers with the SEC (Coral Gables, FL)
New SEC-registered adviser · CRD 332526 · 801-137021 · effective 2026-08-06
Effective 2026-08-06. 4 employees (3 advisory), $101M regulatory AUM across 115 accounts. Notice-filed in CA, CO, LA, NJ, NC, TX +1. Limited Liability Company (DE).
Has custodyNotice-filed in 5+ states
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance