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| Happy Holidays!! thanks for using AUM13F!! |
| Cantata Wealth Management LLC
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| CRD # | 332526 |
| SEC # | 801-130950 |
| CIK # | 0002051140 |
| AUM | $65.7 M (2025-07-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 844-226-8282 |
| Address | 2525 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 15.4 |
| (b) Individuals (high net worth individuals) | 15 | 50.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 65.7 |
| By Discretionary | ||
| Discretionary | 80 | 65.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 80 | 65.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 65.7 | |
| Total | 80 | 65.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0002051140] |
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|---|---|---|
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✚
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NY | 0.1 |
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NY | 0.1 |
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0.1 | |
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Forthright Capital Advisory LLC
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NV | 0.1 |
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Sphinx Investments LLC
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|
VA | 0.1 |
|
Groesbeck Investment Management Corp
✚
|
NJ | 0.1 |
|
Beatrice Advisors LP
✚
|
NY | 0.1 |
|
VITA Planning Group LLC
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WA | 0.1 |