Cantata Wealth Management, LLC
Cantata Wealth Management, LLC is an SEC-registered wealth manager with $65.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cantata Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332526, data through 2025-07-28.
- AUM (assets under management / regulatory AUM)
- $65.7M (2025-07-28)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 16
- CRD
- 332526
- Ownership
- CHENG, GREGORY, STEVEN; HARTLEY, ROGER, FRANKLYN; BECHTEL, JEFFREY, CHRISTOPHER; KRAMLICH, CHRISTINA, NOELLE; BARRY, KEVIN, DANIEL
How much AUM does Cantata Wealth Management, LLC have?
Cantata Wealth Management, LLC reported $65.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-07-28).
Who owns Cantata Wealth Management, LLC?
Disclosed owners and executives of Cantata Wealth Management, LLC include CHENG, GREGORY, STEVEN, HARTLEY, ROGER, FRANKLYN, BECHTEL, JEFFREY, CHRISTOPHER, KRAMLICH, CHRISTINA, NOELLE, BARRY, KEVIN, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.